2027 forecast of 66GW… Oclaro and NuScale Power nuclear plant orders are separate
Original headline2027년 66GW 전망…오클로·뉴스케일파워 원전 발주는 별개
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Goldman Sachs projects U.S. data center power demand will reach 66GW by 2027, up from 31GW in 2025 and 41GW in 2026, but the forecast does not represent actual order volumes or supply commitments for nuclear developers Oklo ($OKLO) or NuScale Power ($SMR). The bank estimates only 50-60% of data center capacity scheduled to come online within the next one to two years will actually be delivered on time, underscoring uncertainty in facility timelines. The distinction matters because headline power-demand figures are often read as a proxy for nuclear order books, when planned capacity and commissioned capacity are not the same thing. Crypto Briefing noted in a July 7 analysis that delays in data center buildouts could also affect AI power demand assumptions. What to watch next is whether Oklo and NuScale convert pipeline interest into firm customer orders and whether scheduled data center capacity actually comes online on time.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
Goldman Sachs (GS), NuScale Power, Oklo (OKLO), Crypto Briefing
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