Datacenter Industry Model

The SemiAnalysis AI Datacenter Model is used to forecast datacenter power capacity with a focus on demand driven by AI accelerator deployments. It tracks over 5,000 datacenters using methods like computer vision on satellite images to monitor size, capacity, and construction progress. The model provides data from 2023 to 2030, including accelerator shipment forecasts, power requirements, capex breakdowns, and AI supply/demand analysis. This analysis covers major hyperscalers, AI clouds like Coreweave, and sovereign AI initiatives, examining potential power shortages and deployment economics.