Patel forecasts 20 gigawatts of data center capacity in 2024 and over 30 gigawatts in 2025 despite delays.
“This year there's going to be 20 gigawatts, even accounting for the delays, and next year there's going be more than 30 gigawatts accounting for the delays.”
Patel reports 10 gigawatts of AI infrastructure deploying in the US over next 18-24 months.
“In The US collectively there's like 10 gigawatts going up over the next year and a half, two years. And Europe is trying to scale to gigawatt deployments as well.”