Datacenters 2027: The Year of Acceleration, +50GW in a Single Year 60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips

If building datacenters becomes harder, it is obvious that you should be super long anyone who has existing capacity (aka hyperscalers). It's not like the demand for the spice is going way -- it is only continuing to go up. Thus the spice holders will win big. What will suffer is the rate of new model training. I guess we will pace the frontier after all. The body politic speaketh.

young americans protesting datacenters forget we offshored -uranium enrichment in the 90s and spent 30 years buying fuel from Russia -same story in rare earths and China controls 90% of magnet production, making it impossible to build robotics without Chinese parts -same with pharma precursors, all your drugs are from China if you don’t want compute built here i hope you like renting it from countries that want to win

Gas Turbines and Datacenters my TLDR is: • Literally every turbine (even the inefficient ones) are sold out through 2030. • Prices are 3x those from 2019. Slot times are more valuable than the cost efficiency. • Turbine OEM's were burned out from a buildout from 2009–2014 when there was a huge rush due to the shale revolution, shift to use more gas due to Fukushima, coal retirements. For ex, GE Power imploded. Therefore, they have been slow to expand production. • Four key bottlenecks for parts that go into a gas turbine: 1. Single-crystal castings: only 5 firms in the world do this 2. Heavy rotor forgings: only 4 firms do this 3. The casting furnaces themselves: 3 firms 4. GSU transformers: in the US, there's only one. Heron Power is building here, they raised $140 million in a Series B from a16z in Feb 2026.