@thomasaspencer.bsky.social
This is why you should be careful of demand projections based on the project pipeline.
At the IEA, we use the project pipeline as one input into our model, but the main driver is sales of servers going into data centres.
At the IEA, we use the project pipeline as one input into our model, but the main driver is sales of servers going into data centres.
November 13, 2025 at 7:15 AM
This is why you should be careful of demand projections based on the project pipeline.
At the IEA, we use the project pipeline as one input into our model, but the main driver is sales of servers going into data centres.
At the IEA, we use the project pipeline as one input into our model, but the main driver is sales of servers going into data centres.
Reposted
I hope noone has done this yet. I want to have a Locke on this joke.
November 3, 2025 at 3:49 PM
I hope noone has done this yet. I want to have a Locke on this joke.