New XX-GW-scale datacenters need vast land. Cooler locs than Stargate Abilene sound so appealing. I hope the industry isn't eyeing the Arctic again. Building on permafrost is a disaster. Waste heat accelerates thawing. Even if the ground refreezes, the subsidence is irreversible.
Datacenters 2027: The Year of Acceleration,
+50GW in a Single Year
60GW Under Construction,
SemiAnalysis Leading Indicators,
1.3T of Lease Contracts Signed YTD,
The Shortage Could Move to Chips
newsletter.semianalysis.com/p/datacenters-…
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