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zerohedge
@zerohedge
Joined January 2009
990 Following    3.4M Followers
Who is actually building data centers: Hyperscalers: 42% of credible pipeline (of 199GW) Colocation: 34% of credible pipeline Cryptominer pivots: 4% of credible pipeline Neoclouds: 4% of credible pipeline Others: 17% of credible pipeline
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Data Center breakdown: Under construction: 75GW Credible vs 87GW total Announced: 123GW Credible vs 497GW total Forward total: 199GW Credible vs 586GW total (source Bernstein)