Who is actually building data centers:
Hyperscalers: 42% of credible pipeline (of 199GW)
Colocation: 34% of credible pip | Hanami
Who is actually building data centers:
Hyperscalers: 42% of credible pipeline (of 199GW)
Colocation: 34% of credible pipeline
Cryptominer pivots: 4% of credible pipeline
Neoclouds: 4% of credible pipeline
Others: 17% of credible pipeline
Quoted @zerohedge: Data Center breakdown:
Under construction: 75GW Credible vs 87GW total
Announced: 123GW Credible vs 497GW total
Forward total: 199GW Credible vs 586GW total
(source Bernstein)