Person

Reyk Knuhtsen

SemiAnalysis robotics analyst

Artwork for Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos
SemiAnalysis WeeklyJeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook

Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos

The episode argues that the viral claim that half of 2026 U.S. data center capacity is canceled rests on a flawed denominator and a mismatch between early-stage announcements and projects actually under construction. The discussion then shifts to behind-the-meter power, gas pipelines, turbines, and why the team thinks AI data center buildouts will keep forcing new generation and infrastructure.

Artwork for Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
SemiAnalysis WeeklyNiko Ciminelli, Reyk Knuhtsen

Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli

The episode argues that Unitree’s real moat is not just robot quality, but China’s manufacturing density, fast iteration, and supply-chain depth. The guests think humanoid robotics is still early and messy, yet low-cost robots that are “good enough” for a few useful tasks could create real demand quickly.