AI 导读
SemiAnalysis 发布分析文章，称 2027 年将是数据中心加速之年，单年新增 50GW，在建规模达 60GW。文章基于其先行指标，指出年初至今已签署 1.3T 的租赁合同，短缺可能转移到芯片环节。
正文
Datacenters 2027: The Year of Acceleration,
+50GW in a Single Year
60GW Under Construction,
SemiAnalysis Leading Indicators,
1.3T of Lease Contracts Signed YTD,
The Shortage Could Move to Chips
https://newsletter.semianalysis.com/p/datacenters-2027-the-year-of-acceleration
来源：SemiAnalysis · x.com