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Gravis sees data center capacity doubling to 200GW by 2030 as occupancy runs at 97%

PUBT·10/12/2026 09:41:03
Gravis sees data center capacity doubling to 200GW by 2030 as occupancy runs at 97%
  • Gravis Capital Management published an industry note projecting global data center capacity to reach about 200GW by 2030.
  • Global occupancy estimated at 97%, with rental growth forecast around 5% a year through 2030.
  • Political pushback on power and water use could constrain new supply, raising the value of operating assets.
  • Equinix, Digital Realty cited as major listed pure plays, with combined market cap above USD 150 billion.
  • Equinix outlook targets 9%-12% annual growth in adjusted funds from operations per share over a similar period.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on October 11, 2026, and is solely responsible for the information contained therein.