We got a bit emotional in our last newsletter article and brought back your inner kid 🥹🥹 Did you know the world's largest datacenters are today built like your old LEGO sets？ Only that each brick weighs over 50，000 pounds and sometimes tips over on a West Virginia highway. Modularization is now THE default playbook to build fast， as seen in the new datacenter designs from AWS to Meta. In our latest Deep Dive we unpack what this whole thing actually means. Our Industrials Model tracks 60GW+ of modular and prefab construction across 1，000+ sites. （1/3）🧵
AI 摘要
SemiAnalysis 最新深度报告指出，模块化已成为 AWS 到 Meta 等巨头新建数据中心的主流方案，如同巨型乐高积木，单块重超 5 万磅。其工业模型追踪 1000+ 站点、超 60GW 的模块化与预制建设规模。
We got a bit emotional in our last newsletter article and brought back your inner kid 🥹🥹 Did you know the world's largest datacenters are today built like your old LEGO sets？ Only that each brick weighs over 50，000 pounds and sometimes tips over on a West Virginia highway. Modularization is now THE default playbook to build fast， as seen in the new datacenter designs from AWS to Meta. In our latest Deep Dive we unpack what this whole thing actually means. Our Industrials Model tracks 60GW+ of modular and prefab construction across 1，000+ sites. （1/3）🧵