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Wednesday

Tuesday

  4. Fortune Tech

    Morgan Stanley says Nvidia will depend on AI infrastructure spending for 91.7% of its 2027 revenue

    A report released by Morgan Stanley on October 15 estimates that 91.7% of Nvidia's 2027 revenue will come from AI infrastructure demand, the highest share among the companies it covers, above Vertiv's 90% and Broadcom's 81%. The report projects that hyperscale cloud providers and AI cloud service providers will spend $1.58 trillion in 2027, with nearly $700 billion flowing to Nvidia, while SpaceX and AWS together account for about 54% of Nvidia's hyperscale customer revenue. The report also lists risks: 2027 will see the largest cash flow gap in the forecast period, U.S. data centers will face a 32-gigawatt power shortfall by 2028, and data center restrictions have also become a midterm election issue.

    A report released by Morgan Stanley on October 15 estimates that 91.7% of Nvidia's 2027 revenue will come from AI infrastructure demand, the highest share among the companies it covers, above Vertiv's 90% and Broadcom's 81%. The report projects that hyperscale cloud providers and AI cloud service providers will spend $1.58 trillion in 2027, with nearly $700 billion flowing to Nvidia, while SpaceX and AWS together account for about 54% of Nvidia's hyperscale customer revenue. The report also list

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    #hot-signal#Industry news#English text is being prepared.#English text is being prepared.

Monday

  2. SemiAnalysis

    SemiAnalysis predicts 50GW of new global data center capacity in 2027

    SemiAnalysis predicts that global data center new capacity will reach 50GW in 2027, equivalent to the entire cumulative global market before 2024 being built within a single year. Its data center industry model shows that 60GW is currently under construction, of which more than 24GW is in the late stages of construction, with most to be delivered in 2027; so far in 2026, just under $1 trillion in data center leases have been signed, providing funding support for construction in 2027 to 2028. The report also mentions that prefabricated modular design has compressed the construction cycle to under 10 months, and holds that the power problem has been largely solved through means such as self-built generation, with the new bottleneck in 2027 to 2028 potentially shifting to memory and logic chips.

    SemiAnalysis predicts that global data center new capacity will reach 50GW in 2027, equivalent to the entire cumulative global market before 2024 being built within a single year. Its data center industry model shows that 60GW is currently under construction, of which more than 24GW is in the late stages of construction, with most to be delivered in 2027; so far in 2026, just under $1 trillion in data center leases have been signed, providing funding support for construction in 2027 to 2028. The

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    #analysis#English text is being prepared.#English text is being prepared.#English text is being prepared.

Sunday

Friday