SemiAnalysis@SemiAnalysis_ · XAI 摘要
停止说2026年美国数据中心一半容量被取消： 不要相信那些Vibecoded Estimates， 而是逐一审查每个申报文件。 https://newsletter.semianalysis.com/p/stop-saying-half-of-2026-us-datacenter
Stop Saying Half of 2026 US Datacenter Capacity Is Canceled： Don't Believe The Vibecoded Estimates， Go Through Every Individual Filing Instead
https://newsletter.semianalysis.com/p/stop-saying-half-of-2026-us-datacenter