infrastructureScore 55/100Watch
Partner data centers exceeding 10MW nearly doubled in one year to 80+ sites, indicating rapid infrastructure buildout and capex pressure
Jensen Huang· NVIDIA· AI· 2026-05-20· about NVIDIA (NVDA)
“The number of partner data centers exceeding 10MW has nearly doubled in just 1 year. Now surpassing 80 sites.”
Why it matters
The doubling of >10MW data center sites signals massive infrastructure deployment acceleration across sovereign, cloud-native, and enterprise segments. This suggests bottlenecks in power delivery, cooling, and physical space for AI infrastructure.
Investment implication
Power infrastructure providers (UPS, power conversion), cooling vendors (Vertiv, Asetek), data center construction firms, and real estate should see accelerated demand. Power supply and thermal management may become critical constraints.