Datacenters 2027: The Year of Acceleration, +50GW in a Single Year(newsletter.semianalysis.com)

3 pointsby giuliomagnifico6 hours ago2 comments

ares6235 hours ago
Is this serious? One would think that with the seriousness of the claim and the amount of money at stake, that the authors would at least take the time and effort to write the article, in an attempt to convince readers that their story is plausible. But it is just slop.
- giuliomagnifico4 hours ago
  Probably you didn’t read the article:
  >SemiAnalysis proprietary leading indicators: we’ll show a sneak peak of our proprietary data supporting our forecast, such as self-build construction starts and datacenter leasing (in MWs and USD). Year-to-date, slightly under USD 1T of binding / non-cancellable datacenter leases have been signed – that’s key to supporting our aggressive 2027-28 forecast.
  >The shape of the buildout: how can we support +50GW in a single year? Where, what design, what power solutions?
buffer_overlord5 hours ago
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