Seaport analyst warns 45% of planned 2027 AI data center capacity may not get built

Seaport Research Partners analyst Jay Goldberg estimates only 30 GW of 55 GW of AI data center capacity announced for 2027 will materialize, a potential 45% shortfall that threatens future demand for Nvidia chips. Goldberg maintains a Sell rating and $180 price target on Nvidia.

Detected & updated continuously · Source: Nebula