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When Supply Arrives: New IT Power per Half Year (GW, Stacked by Owner)
When Supply Arrives: New IT Power per Half Year (GW, Stacked by Owner)#
Half-year supply additions are thickest from 2026 to 2028; the drop after 2029 reflects only sites already under construction being counted, not a real cliff.Draft, pending review
How to read this chart
Dates are when each block of capacity comes online: past dates are verified by satellite imagery, future dates are estimated completion. Only sites under construction are included, with visibility of about two to three years, so the drop after 2029 is not a real supply cliff.
Source: Epoch AI (CC BY 4.0); FinSight compilation and estimates · Updated 2026-08-31
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