Bernstein maps credible AI data-centre pipeline at 199GW
Only 199GW of 586GW announced US data-centre capacity is deemed credible, with hyperscalers holding 42%.
What we know
Market news accounts cite Bernstein saying hyperscalers hold 42% of the credible pipeline, colocation 34%, crypto-miner pivots 4% and neoclouds 4%. Amazon leads with 33GW credible, ahead of Google (20GW), Meta (15GW) and Microsoft (10GW). A Citadel Securities strategist argues voters have repriced the buildout so scarce compute wins and suppliers lose.
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@zerohedge
“Forward total: 199GW Credible vs 586GW total”
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