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Microsoft Walks Away From AI Data Center Deal, but SemiAnalysis Predicts 50-GW Boom in 2027

More than 24 gigawatts of data center capacity is already in advanced construction across just 40 campuses, most of it expected to come online in 2027, according to new research from SemiAnalysis. The research firm forecasts 50 gigawatts of new...

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Stocks· October 19, 2026 at 06:46 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

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More than 24 gigawatts of data center capacity is already in advanced construction across just 40 campuses, most of it expected to come online in 2027, according to new research from SemiAnalysis. The research firm forecasts 50 gigawatts of new...

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