SemiAnalysis
@SemiAnalysis_
参加 January 2024
34 フォロー中 168K ファン
What's the next country to blow up? Our Datacenter Model subscribers got the answer back in February: India. Scaling to just under 10GW by 2030, India enters the top 4 global datacenter markets! All the AI Labs and hyperscalers are itching for capacity. (1/3)🧵
もっと見る
