SemiAnalysis@SemiAnalysis_
47AI 编辑部评分,满分 100
2026-08-15 09:00· 30分钟前
AI 导读

下一个爆发的国家是哪个?我们的数据中心模型订阅用户在二月份就得到了答案:印度。到2030年规模将接近10GW,印度进入全球前四大数据中心市场!所有AI实验室和超大规模云厂商都在急切寻求算力容量。(1/3)🧵

What's the next country to blow up? Our Datacenter Model subscribers got the answer back in February: India. Scaling to just under 10GW by 2030, India enters the top 4 global datacenter markets! All the AI Labs and hyperscalers are itching for capacity. (1/3)🧵

来源:SemiAnalysis · x.com

SemiAnalysis · @SemiAnalysis_ · X·2026-08-15 09:00·30分钟前
AI 导读

下一个爆发的国家是哪个?我们的数据中心模型订阅用户在二月份就得到了答案:印度。到2030年规模将接近10GW,印度进入全球前四大数据中心市场!所有AI实验室和超大规模云厂商都在急切寻求算力容量。(1/3)🧵

What's the next country to blow up? Our Datacenter Model subscribers got the answer back in February: India. Scaling to just under 10GW by 2030, India enters the top 4 global datacenter markets! All the AI Labs and hyperscalers are itching for capacity. (1/3)🧵

来源:SemiAnalysis· x.com