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On October 26, 2026, semiconductor research firm SemiAnalysis released the report "Datacenters 2027: The Year of Acceleration," predicting that new data center IT capacity in markets outside mainland China will reach approximately 51.2GW in 2027, more than double the 25GW in 2026 and more than triple the 15.6GW in 2025. The report, citing satellite imagery, shows that about 40 campuses with over 24.3GW of capacity are in late-stage construction, and states that globally signed non-cancellable data center leases since the start of 2026 amount to slightly less than $1 trillion. The report also notes that modular construction can compress the construction period for a 50MW data hall from 22 months to 14 months, but grid interconnection remains a bottleneck, with cumulative on-site power generation bookings rising from nearly zero in early 2024 to 75GW in August 2026. The report is currently covered by Electronic Technology Application, and there are no subsequent developments as of yet.
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SemiAnalysis releases a report predicting that AI data center capacity will double by 2027
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Oct 26
Electronic Technology Application
SemiAnalysis report predicts that in 2027, global AI data center new capacity excluding mainland China will reach 51.2GW
Semiconductor research firm SemiAnalysis has released the report "Datacenters 2027: The Year of Acceleration," predicting that in 2027, the new data center IT capacity in markets outside mainland China will be approximately 51.2GW, more than double the 25GW in 2026 and more than triple the 15.6GW in 2025. The report uses satellite imagery to show that about 40 campuses, with over 24.3GW of capacity, are in the late stages of construction, and states that from the beginning of 2026 to date, the value of irrevocable data center leases signed globally is slightly less than $1 trillion. The report also mentions that modular construction can compress the construction period for a 50MW data hall from 22 months to 14 months, but grid connection remains a bottleneck; cumulative bookings for on-site power generation have risen from almost zero in early 2024 to 75GW in August 2026.