SemiAnalysis· @SemiAnalysis_ · X·· 4 小时前AI 评分70
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SemiAnalysis 发布《Datacenters 2027: The Year of Acceleration》报告，称 2027 年数据中心单年新增 50GW、在建达 60GW。年内已签署 1.3T 租约合同，并提示短缺可能转移到芯片。
正文
Datacenters 2027: The Year of Acceleration,
+50GW in a Single Year
60GW Under Construction,
SemiAnalysis Leading Indicators,
1.3T of Lease Contracts Signed YTD,
The Shortage Could Move to Chips
https://newsletter.semianalysis.com/p/datacenters-2027-the-year-of-acceleration
来源：SemiAnalysis · x.com