Patel estimates Microsoft reduced 2028 capacity forecast from 12-13 gigawatts to 9.5 gigawatts due to strategic pause.
“to the pause, versus what we had forecasted for you by '28, you're going to be like twelve, thirteen gigawatts and now we're at 9.5 or so, right?”
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.”