Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications, infra and physical AI.
opinions, analysis, and banter on technology and business
参加 October 2008
5.6K フォロー中 78.4K ファン
Jefferies' satellite check on US data center buildout (via SynMax data):
• ~11 GW in 2025 → 16-18 GW in 2026, 2027 capped in the low 20s, well short of 80GW of commitments
• ~80% of the 2028 pipeline hasn't broken ground
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