SemiAnalysis
@SemiAnalysis_
가입 January 2024
38 팔로잉 중 186.6K 팬
Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree.
300+ moratoriums mapped, 20GW sits inside a restricted local boundary,
1,525MW actually slips, 2.3GW nationwide including New York
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