P Equity Research 📰(@pequityresearch):SemiAnalysis: Datacenters SemiAnalysis sees 51.2GW of datacenter capacity being added in 2027. "Year-to-date, slightly under USD 1T of binding / non-cancellable datacenter leases have been signed – that’s key to supporting our aggressive 2027-28 forecast." SemiAnalysis claims Brad Gerstner's @altcap claim of only 25GW being built in 2027 is incorrect, based on satellite images showing >24GW of datacenters in advanced stage of construction, all to be delivered in 2027.

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P Equity Research 📰@pequityresearch

2026.10.19 05:51

SemiAnalysis: Datacenters SemiAnalysis sees 51.2GW of datacenter capacity being added in 2027. "Year-to-date, slightly under USD 1T of binding / non-cancellable datacenter leases have been signed – that’s key to supporting our aggressive 2027-28 forecast." SemiAnalysis claims Brad Gerstner's @altcap claim of only 25GW being built in 2027 is incorrect, based on satellite images showing >24GW of datacenters in advanced stage of construction, all to be delivered in 2027.