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Epoch.ai tracks the top ~17+ frontier sites via satellite. SemiAnalysis uses its Datacenter Industry Model for hyperscaler self-build/colocation forecasts. Here is a tight compilation of the most prominent ones from Epoch, SemiAnalysis mentions, and cross-referenced industry tracking. Focus is on hyperscaler/AI lab projects (hundreds of MW to GW-scale). Many announced 2026 projects face delays like … Read more
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