Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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Joined April 2024
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SemiAnalysis has raised its 2027 data center capacity forecast from +43 GW to +50 GW
This comes just days after Jensen Huang appeared doubtful about the previous figure when asked about it đ
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