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Ep. 039 - [EMERGENCY] Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenters)
SemiAnalysis
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first found Oct 20, 2026 · last mentioned Oct 20, 2026
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Semi Analysis EP 39: We've raised our GW forecast [video]
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story by bigwheels
Oct 20, 2026
Read on HN ↗
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