SemiAnalysis · Jeremie Eliahou Ontiveros ·

Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips

Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

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SemiAnalysis — Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages ↗

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Oct 19Oct 20

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Financial Times: An analysis of 60 of the largest planned US data centers: they could together produce 101.5M tons of CO2 per year, or ~7% of US power sector emissions in 2025

The Information: Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade

SemiAnalysis: Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York's data center EO

Bloomberg: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips

Financial Times: SemiAnalysis: China has 24 GW of operational compute capacity and another 50 GW planned or under construction, compared to 56 GW operational in the US

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