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STACK Infrastructure

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15:54
2026-06-18
newsletter.semianalysis.com
ai-infrastructure

Stop Saying Half of 2026 US Datacenter Capacity Is Canceled

A viral claim that half of 2026 US datacenter capacity is canceled is based on flawed data and uninformed forecasts, according to SemiAnalysis. The firm's own tracking shows only ~1% movement in hyper…

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