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[Morning Morgan: In 2027, the new computing power in the data centers of hyperscale and emerging cloud vendors will surge by 48% year-on-year] On October 17, Morgan Stanley said that in 2027, the scale of new computing power in the data centers of hyperscale cloud vendors (Hyperscalers) and emerging clouds (neocloud) will surge by 48% year-on-year, reaching 32 gigawatts (GW). The four largest hyperscale cloud vendors, Google, Amazon, Microsoft, and Meta, contributed approximately 85% of the new construction volume.
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