---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000835826.md"
description: "SemiAnalysis Datacenter team tracks all dc sites. Datacenter team started noticing new builds missing the gensets. Datacenter team checked the Industrials Model and now tracks 15GW+ of capacity with no gensets, no central UPS, or neither. (1/3)🧵"
datetime: "2026-08-05T01:26:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000835826.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000835826.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000835826.md)
author: "[@SemiAnalysis](https://longbridge.com/en/profiles/2078041753485574144.md)"
generator: "portal-rs"
---

# SemiAnalysis Datacenter team tracks all dc sites. …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**