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Analyst at SemiAnalysis with education from IAE Gustave Eiffel
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SemiAnalysis expects 50GW of new data center capacity in 2027, with chips and memory as the bottleneck, not power
SemiAnalysispositiveOct 21, 2026
“SemiAnalysis analyst forecasting 50GW of new data center capacity in 2027 with chips and memory as bottlenecks.”