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SemiAnalysis2028-12-31
Projected 40GW+ behind-the-meter datacenter capacity by 2028
SemiAnalysis2026-08-13
Projected AI data center power demand to triple to 300 GW by 2030 from 100 GW in 2025
SemiAnalysis2026-07-25
SemiAnalysis declares storage the new AI bottleneck, highlighting KV cache offload and SSD cost concerns.
SemiAnalysis2026-07-20
Published measurement of Kirin 9030 metal pitch at 32.5nm, beating Intel 18A by ~10%
Federal Energy Regulatory Commission2026-06-21
FERC and DOE proposed fast-track grid connections for AI data centers
SemiAnalysis2026-06-01
Rated Jensen Huang's ComputeX keynote 'F Tier' for no AI datacenter news
SemiAnalysis2026-05-22
Published analysis of 432k coding agent requests showing median 96k input tokens
Ecosystem
Federal Energy Regulatory Commission
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SemiAnalysis
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endorsedDeepSeek Sparse Attention (DSA)1 src
usesFederal Energy Regulatory Commission1 src
usesQwen3.8-Max-Preview1 src
usesOpenAI Codex1 src
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