Ep. 039 - Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenter, Energy) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos

SemiAnalysis is raising its 43GW 2027 US datacenter forecast, not cutting it, against Wall Street's ~25GW consensus.

• 43GW vs 25GW: SemiAnalysis is raising, not cutting, its 2027 US datacenter capacity forecast after Brad Gerstner publicly called the 43GW number too aggressive, citing a consensus near 25GW.
• Site-by-site methodology: The team tracks thousands of sites building-by-building and permit-by-permit, finding ~400 moratoriums affect only about 10% of mapped projects.

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