13 October 2025 | 12:05AM EDT Equity Research GLOBAL TECHNOLOGY Global Datacenter Supply/Demand update: Tight conditions likely to persist into 2026 + Read-across for Power, Hardware, and Industrial Tech / Engineering Since the July update of our datacenter supply/demand model, the market has absorbed a wave of AI infrastructure announcements, including datacenter project announcements and partnerships from Nvidia, OpenAI, Oracle, Stargate, xAI, and others. In addition, our GS Technology team has framed the ...