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Tomasz Tunguz: U.S. data center capacity expected to reach 70 gigawatts with $5 trillion investment

Tomasz Tunguz: U.S. data center capacity expected to reach 70 gigawatts with $5 trillion investment
U.S. data center buildout needs $5 trillion

Tomasz Tunguz highlights that U.S. data center capacity is projected to expand significantly, growing from 25 gigawatts to 70 gigawatts over the next five years. This major increase is part of a global infrastructure buildout expected to cost roughly $5 trillion.

Tomasz Tunguz has previously tracked major shifts in technology markets. He noted that NVidia became the world’s sixth largest company as significant buyers changed. In a separate observation, he reported that SaaS valuation multiples were down while category leaders stayed strong.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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