2026 will be known as the Great American Manufacturing Revolution 2.0
DATA CENTERS - colossus II (2GW) by elon - Stargate clusters by sama - fairwater by microsoft - hyperion by meta
CHIP FABS: - samsung (to build tesla ai5 chips, hbm and more) - SK HYNIX (to build HBM and encroach on tsmc monopoly) - tsmc ( their first site outside of taiwan) - intel (for cpu and gpus)
ENERGY - nuclear sites foundations laid - solar camps scale - electric grid major expansion
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2026 will be known as the Great American Manufacturing Revolution 2.0
DATA CENTERS
- colossus II (2GW) by elon
- Stargate clusters by sama
- fairwater by microsoft
- hyperion by meta
CHIP FABS:
- samsung (to build tesla ai5 chips, hbm and more)
- SK HYNIX (to build HBM and encroach on tsmc monopoly)
- tsmc ( their first site outside of taiwan)
- intel (for cpu and gpus)
HYPERSCALER CHIPS
- ai5 (tesla)
- openai custom asic
- google tpu
- amazon tranium
- nvidia blackwell, rubin, feynman
ENERGY
- nuclear sites foundations laid
- solar camps scale
- electric grid major expansion