Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
加入 April 2024
344 正在關注 46.8K 粉絲
SemiAnalysis has raised its 2027 data center capacity forecast from +43 GW to +50 GW
This comes just days after Jensen Huang appeared doubtful about the previous figure when asked about it 👀
顯示更多
