SemiAnalysis Datacenter team tracks all dc sites. Datacenter team started noticing new builds missing the gensets. Datacenter team checked the Industrials Model and now tracks 15GW+ of capacity with no gensets, no central UPS, or neither. (1/3)🧵
SemiAnalysis Datacenter team tracks all dc sites. Datacenter team started noticing new builds missing the gensets. Datacenter team checked the Industrials Model and now tracks 15GW+ of capacity with no gensets, no central UPS, or neither. (1/3)🧵