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i_never_listen
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by
i_never_listen
1mo ago
Yes, everything so far points to about half of 2026 capacity being delayed or cancelled. How much of that is due to construction delays or the power requirements being brought online I don't know, but those are the main culprits (plus
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by
i_never_listen
1mo ago
Do they really need them tomorrow? Or everyone is locking in supply to ensure that they have the chips if the data center actually gets built in the next few years?