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Monday

  2. SemiAnalysis

    SemiAnalysis predicts 50GW of new global data center capacity in 2027

    SemiAnalysis predicts that global data center new capacity will reach 50GW in 2027, equivalent to the entire cumulative global market before 2024 being built within a single year. Its data center industry model shows that 60GW is currently under construction, of which more than 24GW is in the late stages of construction, with most to be delivered in 2027; so far in 2026, just under $1 trillion in data center leases have been signed, providing funding support for construction in 2027 to 2028. The report also mentions that prefabricated modular design has compressed the construction cycle to under 10 months, and holds that the power problem has been largely solved through means such as self-built generation, with the new bottleneck in 2027 to 2028 potentially shifting to memory and logic chips.

    SemiAnalysis predicts that global data center new capacity will reach 50GW in 2027, equivalent to the entire cumulative global market before 2024 being built within a single year. Its data center industry model shows that 60GW is currently under construction, of which more than 24GW is in the late stages of construction, with most to be delivered in 2027; so far in 2026, just under $1 trillion in data center leases have been signed, providing funding support for construction in 2027 to 2028. The

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    #analysis#English text is being prepared.#English text is being prepared.#English text is being prepared.

Tuesday

  3. Huxiu

    Where the money of the top 100 US VCs and CVCs flowed in the first three quarters of 2026

    In the first three quarters of 2026, global startup funding reached $679 billion, a record high for the same period, of which US companies took about $515.8 billion, up about 44% year over year. Tracking 100 US VC and CVC institutions, the report finds that capital is shifting from picking winners to directly purchasing capacity such as data centers, GPUs, power, and defense contracts, with 27 billion-dollar financings in Q3. Corporate venture capital already accounts for 87.9% of the amount of US AI venture deals; among the 25 VC sample, the top 10 companies by amount took 39.2% of funding, and the average deal size of $137 million is 5.7 times the median of $23.98 million.

    In the first three quarters of 2026, global startup funding reached $679 billion, a record high for the same period, of which US companies took about $515.8 billion, up about 44% year over year. Tracking 100 US VC and CVC institutions, the report finds that capital is shifting from picking winners to directly purchasing capacity such as data centers, GPUs, power, and defense contracts, with 27 billion-dollar financings in Q3. Corporate venture capital already accounts for 87.9% of the amount of

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    #hot-signal#Industry news#English text is being prepared.#English text is being prepared.

Sunday

Friday