"...Tracking US data centre construction sites by satellite imagery shows between 16 and 18 gigawatts on track for completion this year, the broker says, citing SynMax Intelligence.
SynMax estimates when data centres are likely to become operational by tracking when land is cleared, when construction begins and how the build progresses. It pushes out the timeline if the land’s not cleared on schedule, no matter what the companies involved are claiming.
By its measures, there are around 2 GW of US data centre projects scheduled for completion in 2026 that are yet to start on the land clearances, making them “impossible” to deliver on time..."
As Ed Zitron mentioned before, somebody should how check, how many of those GPU shipments NVIDIA has been talking about every quarter, for the last three years, is actually in a data center...
Betelbuddy•1h ago
"...Tracking US data centre construction sites by satellite imagery shows between 16 and 18 gigawatts on track for completion this year, the broker says, citing SynMax Intelligence.
SynMax estimates when data centres are likely to become operational by tracking when land is cleared, when construction begins and how the build progresses. It pushes out the timeline if the land’s not cleared on schedule, no matter what the companies involved are claiming. By its measures, there are around 2 GW of US data centre projects scheduled for completion in 2026 that are yet to start on the land clearances, making them “impossible” to deliver on time..."
As Ed Zitron mentioned before, somebody should how check, how many of those GPU shipments NVIDIA has been talking about every quarter, for the last three years, is actually in a data center...