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Open original source ↗Jeremie is the best.
Unfortunately he's fr*nch but he's still the best.
Quoted context
These are the quoted author’s words.
We spoke with @JeremieEO (Analyst @SemiAnalysis) about the US data center race: "Since mid-2023, there's a frantic search for power happening in the US and worldwide." "There's ~500 gigawatts of data center load requests in the US which is a figure close to the nation's actual peak load." "Only 20% of these projects may be real by 2030." "Tax breaks, expedited permits, and on-site power solutions are key in this competition."
tbpn ↗