Post #1362151
2026-04-07 04:02 UTC
Replies (1)
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@fullsquare@awful.systems 2026-04-07 20:55
there's been a claim of 200ish GW of new datacenters announced but it's only something like 5GW being built and only a fraction of that is actually finished or powered on. this mostly goes for american ai dcs, which are 3/4 of them all. not sure if it holds for emirates, but it would completely not surprise me if it's the case there also https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/#how-much-actual-data-center-capacity-came-online-in-2025-my-estimate-3gw-of-it-load >Except it is a problem, man! As I covered in this week’s free newsletter [link above], I estimate that only around 3GW of actual IT load (so around 3.9GW of power) came online last year, and as Sightline reported, only 5GW of data center construction is actually in progress globally at this time, despite somewhere between 190GW and 240GW supposedly being in progress. In reality, data centers take forever to build (and obtaining the power even longer than that), but nobody needs to harsh their flow by looking into what’s actually happening. https://www.wheresyoured.at/premium-how-much-of-the-ai-bubble-is-real/ (paywalled) linked claim for 190GW https://www.sightlineclimate.com/research/data-center-outlook linked claim for 240GW https://paulkedrosky.com/chart-of-the-day-data-center-buildout-slowed-sharply/