SemiAnalysis Datacenter team tracks all dc sites. Datacenter team started noticing new builds missing the gensets. Datacenter team checked the Industrials Model and now tracks 15GW+ of capacity with no gensets， no central UPS， or neither. （1/3）🧵
AI 导读
SemiAnalysis 数据中心团队追踪所有数据中心站点。数据中心团队开始注意到新建项目缺少发电机组。数据中心团队核查了工业模型，目前追踪到 15GW+ 的容量没有发电机组、没有中央 UPS，或两者皆无。(1/3)🧵
SemiAnalysis Datacenter team tracks all dc sites. Datacenter team started noticing new builds missing the gensets. Datacenter team checked the Industrials Model and now tracks 15GW+ of capacity with no gensets， no central UPS， or neither. （1/3）🧵
来源：SemiAnalysis· x.com