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Data Center Capacity

2 GoKawiil briefs on this topic

Nvidia's Huang visits Kazakhstan, calls country potential AI hub for Europe

Jensen Huang made his first trip to Kazakhstan, meeting deputy prime minister Zhaslan Madiyev and praising the country's energy resources and data center expansion plans. The visit follows Kazakhstan's June announcement of a $10 billion AI infrastructure partnership with Firebird to build a 100,000-GPU computing cluster, with Nvidia planning to invest in the venture.

SemiAnalysis: data center moratoriums delaying just 2.3GW of 21GW capacity

SemiAnalysis research shared on X found that over 300 local data center moratoriums across the US have only likely delayed about 2.3 gigawatts out of roughly 21 gigawatts of planned capacity in affected areas. The firm tracks more than 400 local restrictions across 17 states and says its 2027 forecast of 38 GW of US data center capacity has barely changed over the past year.