Public Kempax report

Daily Update Global Data Center and GPU capacity · 2026-08-27

Kempax Research

Loop report · 2026-08-27

Global data-center and GPU capacity — premarket brief · 27 August 2026

AI infrastructure remains a large, geographically distributed buildout, but the evidence cannot support one global capacity, electricity, installed-GPU, or investment total. The most decision-useful view keeps energized IT load, planned or secured capacity, grid interconnection, generation, accelerator commitments, ownership backing, and price proxies separate. The 26 August close was mixed: $SOXX +0.26%, $NVDA −1.59%, and $VRT +3.15%; current headline coverage was constructive, but no live 27 August premarket print was captured. This is analysis only, not a trade instruction.