SemiAnalysis Weekly//Jeremie 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.
