Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos

Brad Gerstner put our 43 gigawatt forecast for 2027 on All-In, then again in his BG2 sit-down with Jensen, and called it too aggressive. The consensus counter sits near 25 GW, built on moratorium headlines and grid connection fears. Jordan Nanos (@JordanNanos) sits down with Jeremie Ontiveros (@JeremieEO) and Reyk Knuhtsen (@robotknower), who have been tracking the same capacity curve since March 2024, and it has barely moved across every model revision. So they aren't cutting it. They're raising it.

Read the article: newsletter.semianalysis.com/p/datacenters-2027…

0:00 Cold Open
1:17 The 2027 Forecast Debate
2:21 Model Track Record
5:27 Where the Pushback Comes From
8:16 Delays and Haircuts
12:31 The Top 40 Sites
15:23 Leading Indicators
20:40 Modular Builds
25:41 Chips vs Datacenters
27:53 Responding to Brad Gerstner