SemiAnalysis(@SemiAnalysis_):What's the next country to blow up? Our Datacenter Model subscribers got the answer back in February: India. Scaling to just under 10GW by 2030, India enters the top 4 global datacenter markets! All the AI Labs and hyperscalers are itching for capacity. (1/3)🧵

2026.08.15 01:00

What's the next country to blow up? Our Datacenter Model subscribers got the answer back in February: India. Scaling to just under 10GW by 2030, India enters the top 4 global datacenter markets! All the AI Labs and hyperscalers are itching for capacity. (1/3)🧵

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