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 (Jeremie Eliahou Ontiveros/SemiAnalysis)

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