Analyst revises 2027 datacenter forecast up to +50GW, citing satellite imagery
AccBalanced · x · 2026-10-19
Analyst Maya Barkin says their earlier +43GW forecast of global datacenter capacity additions (ex-China) for 2027 was called too aggressive — but after re-checking every tracked site, they revised it up to +50GW, saying satellite images speak for themselves. The disagreement with bears like Michael Cembalest on datacenters continues.
More from Infra
- Data centers use just 0.85% of global primary energy, by the numbers — DarinFeinstein · 2026-10-19
- vLLM 0.32.0 adds structured-decision API reading first-token probabilities — AccBalanced · 2026-10-19
- GPU pricing is now set by cost of capital, not spot rates, argues Maya — AccBalanced · 2026-10-19
- Liquid Inference ships DeepSeek V4.1-Flash support, ComfyUI plugin over weekend — AccBalanced · 2026-10-19
- MCP tool's responses were 62% wasted tokens — here's the fix that cut them by 3x — S_B_B_B_K · 2026-10-19
- Cisco and NVIDIA unveil USFP optical module plan: 4x bandwidth density — shashib · 2026-10-19