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AI Infrastructure Surge: Demand to Hit 327 GW by 2030

3/1/2026

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Story summary
  • Investors are increasingly viewing AI infrastructure as a key opportunity.
  • Nvidia and Broadcom are popular AI infrastructure chipmakers.
  • Rand Corp. forecasts AI data center power demand will reach 68 GW in 2027 and 327 GW by 2030.
  • NextEra Energy, partnering with Google Cloud, is positioned to benefit from new AI data centers.
  • Credo Technology offers high-speed data connectivity essential for efficient data center operations.