The AI infrastructure buildout is about to enter an ENTIRELY different phase in 2027. SemiAnalysis just released a new report forecasting 51.2 GW of new data center capacity in 2027, compared to 25 GW in 2026 and just 15.6 GW in 2025. We're talking about more than DOUBLING annual capacity additions in a single year. To put that into perspective, SemiAnalysis estimates that the industry could add roughly as much data center capacity in 2027 alone as it had built cumulatively through 2024, excluding China. And here's where things get REALLY interesting. While some investors, including Brad Gerstner, have questioned whether the industry can actually deliver this much capacity, SemiAnalysis points to satellite imagery showing more than 24 GW of data centers already in advanced stages of construction, with those facilities expected to be delivered in 2027. On top of that, the firm reports roughly $1 TRILLION in binding, non cancellable data center leases signed in 2026 so far. Now, think about what this means for the ENTIRE AI ecosystem. Every additional gigawatt of data center capacity creates enormous demand for GPUs, HBM memory, networking equipment, cooling systems, electrical infrastructure, and POWER. And remember, adding data center capacity doesn't automatically mean every facility will be fully equipped with GPUs on day one. In fact, SemiAnalysis is already raising the possibility that as power and construction constraints ease, the next major bottleneck could once again shift towards semiconductors and memory. And here's what I think a LOT of investors are missing. More compute capacity doesn't necessarily mean demand suddenly gets saturated. As inference becomes cheaper, AI adoption can accelerate across autonomous agents, enterprise applications, robotics, and eventually physical AI. Lower costs can unlock entirely new use cases that simply weren't economical before, creating another wave of demand for compute. If SemiAnalysis is even remotely close to being right, we're about to witness one of the largest infrastructure expansion cycles in history. And I believe the companies supplying the compute, memory, networking, and power behind this expansion could be some of the biggest beneficiaries over the next several years. If you want to see how I’m investing around this next phase of the AI infrastructure buildout, check out my full portfolio below: link.milkroad.com/tx5qip