Dylan Patel: ~50GW data centers under construction globally, power overrated as bottleneck
DeepDishEnjoyer · x · 2026-10-25
SemiAnalysis's Dylan Patel argues power is a manageable constraint compared to memory, substrate, and optics: nearly 50GW of data centers are being built globally — 7-8GW in China, 35GW in the US, plus Australia, India, Malaysia. Workarounds like on-site turbines and reciprocal grid deals exist. The poster adds supporting evidence: older data center agreements required self-sufficient power generation to avoid burdening the grid, but such provisions are increasingly absent from newer deals.
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