Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications, infra and physical AI.
opinions, analysis, and banter on technology and business
가입 October 2008
5.6K 팔로잉 중 78.4K 팬
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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