P Equity Research 📰(@pequityresearch):SemiAnalysis: Our Datacenter Industry Model forecasts +38GW of Datacenter IT capacity delivered in the US in 2027, more than double that of 2026. Today, we estimate that roughly 2.3 GW of planned capacity is genuinely delayed because of local moratoriums and New York’s executive order.

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P Equity Research 📰@pequityresearch

2026.09.15 21:00

SemiAnalysis: Our Datacenter Industry Model forecasts +38GW of Datacenter IT capacity delivered in the US in 2027, more than double that of 2026. Today, we estimate that roughly 2.3 GW of planned capacity is genuinely delayed because of local moratoriums and New York’s executive order.