Topic
Behind-the-Meter Power
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.
SemiAnalysis WeeklyHaroon Inam
Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
Haroon Inam of DG Matrix argues that 800V DC is becoming necessary as GPU rack power rises beyond what legacy AC distribution can deliver economically. The episode focuses on why voltage, not current, is the key constraint, and how multiport solid-state transformers could make datacenters more flexible, modular, and future-proof.