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SemiAnalysis
@SemiAnalysis_
加入 January 2024
38 正在关注    176.8K 粉丝
More than 300 local governments have moved to pause data centers. There is a three-step plan for dealing with that. "Many folks don't realize we're starting to get into a moment of oversupply of early-stage projects." "This is fairly cheap political signaling." "Some people were actually net positive on AI while being net negative on data centers." "Give me your three-step plan to get the political opposition to chill out a bit." "Create your own town."
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