Development

Global memory capacity caps the buildout at 15 GW

development2026-01-07

Claim

Macquarie warned that existing global memory production can support only 15 GW of new AI data centers over two years.

Reported metric: 15 GW

Reporting date: 2026-01-07 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to January 7, 2026 (theinnermostloop.substack.com)

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Reported in

Welcome to January 7, 2026

Actor

Macquarie

Evidence for

Supersedes

Server memory prices rise up to 70%

Referenced by

Cite or correct this record

Citation formatCitation text

Global memory capacity caps the buildout at 15 GW
Innermost Loop KB — secondary record
Reporting date: 2026-01-07
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-01-07-memory-caps-datacenter-buildout
Claim: Macquarie warned that existing global memory production can support only 15 GW of new AI data centers over two years.
Attributed sources:
- Welcome to January 7, 2026 — https://theinnermostloop.substack.com/p/welcome-to-january-7-2026
This citation does not imply independent verification of linked-source claims.

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