SemiAnalysis
An independent semiconductor and data-center research firm whose cost models, teardowns, and GPU-cloud ratings are widely used as industry reference points.
Current numbers
~40 → 600 kWper-rack power roadmap: H100 ~40 kW (2023), GB200 NVL72 ~132 kW nominal (2024), Kyber ~600 kW (NVIDIA targets H2 2027; SemiAnalysis reported 2028 in July 2026)
~$12–13B/GW-yrcontract revenue per GW of critical IT; 200 MW billable six months sooner brings forward ~$1.2–1.3B (SemiAnalysis, June 2026, contested)
3–4 yr (~156–208 wk)US GSU transformer lead time (SemiAnalysis, June 25, 2026); US substation transformers >160 wk (Wood Mackenzie, May 4, 2026)