SemiAnalysis
@SemiAnalysis_
参加 January 2024
38 フォロー中 177.7K ファン
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
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