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Dylan Patel
SemiAnalysis
Boutique AI & Semiconductor Research and Consulting
DMs are open for consulting, quotes, or to talk shop
Jeremie is the best.
Unfortunately he's fr*nch but he's still the best.
18.7. klo 05.01
We spoke with @JeremieEO (Analyst @SemiAnalysis) about the US data center race:
"Since mid-2023, there's a frantic search for power happening in the US and worldwide."
"There's ~500 gigawatts of data center load requests in the US which is a figure close to the nation's actual peak load."
"Only 20% of these projects may be real by 2030."
"Tax breaks, expedited permits, and on-site power solutions are key in this competition."
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