Well ok then, I'll bite.
@SemiAnalysis_ is once again full of crap.
"And here’s the truth for you: onepicture, >24GW of datacenters in advanced stage of construction, all to be delivered in 2027."
No your "platform" does not have accurate tracking, nor does it have a right interpretation of such.
E.G. Crusoe - Texas.
According to SemiAnalsysis, 1GW of the Childress "Hyper" Campus for $META, will be delivered in 2027.
What does the more accurate tracking show us?
Pic 1. Satellite image from 10/18, yes, that was yesterday.
Pic 2. Aerial image from 10/9, 1.5 weeks ago.
Clearly this is in very early stages of construction, they have 6 transformers in their bulk substation, but there is hardly any step-down infrastructure in place.
Lookign at the actual building foundations, this is absolutely not a 2027 story.
But why would you trust me? My last name isn't Patel, I'm no famous headphones wearing AI quant?
Maybe listen to the actual company itself?
Crusoe has 3 TDLR filings for Project Hyper, 3 separate buildings, which 3 separate completion date. February, April, and May of 2028.
I added building 1 as the 3rd image, to make it clear this will not be a 2027 deployment.
So, a picture with many data centers may look very impressive, but SemiAnalysis uses free satellite imagery for its paid subscribers, to then mislead them with wrong intel that could be sourched for absolutely free with ChatGPT.
STOP PAYING MONEY TO THESE CROOKS, THEY ARE NOT RESEARCHERS, THEY FILL THEIR POCKETS WITH YOUR MONEY TO BUY NEW HEADSETS FOR EVERY NEXT INTERVIEW, STOP GETTING FLEECED BY THESE BASEMENT DWELLERS AND CANCEL YOUR SUBSCRIPTION TODAY.