Jeremie Eliahou Ontiveros / SemiAnalysis:

Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages  —  60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips

Jeremie Eliahou Ontiveros / SemiAnalysis:

Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages  —  60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips

Source: TechMeme
Source Link: https://www.techmeme.com/261019/p17#a261019p17