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SemiAnalysis appears in Part 2, Part 5, Part 13 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 5: OpenAI and Anthropic Are Not the Same Business; Part 13: The Ratepayer Pays First.
In The Buildout
One line per story, from the story itself.
Part 13The plant is late
Reyk Knuhtsen of SemiAnalysis, on June 18, counted 311 gigawatts of the more than 410 gigawatts ERCOT was assessing in April as phantom data center demand, against an all-time Texas peak of about 85 gigawatts.
The Ratepayer Pays FirstPart 13The plant is late
Jeremie Eliahou Ontiveros, also of SemiAnalysis, wrote on June 25 that utilities are pushing promised load ramps out by years for lack of long-lead equipment, while buyers carry the risk through letters of credit, deposits and take-or-pay contracts and the utilities, in many cases, face no penalty for delivering late.
The Ratepayer Pays FirstPart 05The margin test
Jeremie Eliahou Ontiveros, working the unit economics for SemiAnalysis, calculates that a current-generation cluster can generate over $100bn of revenue per gigawatt-year against roughly $12bn of rental cost.
OpenAI and Anthropic Are Not the Same BusinessPart 02The meter versus the map
Jeremie Eliahou Ontiveros at SemiAnalysis did more than read the slide.
SpaceX Is Funding an AI Bet Before the ProofPart 02The Call
The single most important reason is the gap between 0.4 gigawatts deployed and roughly 10 gigawatts that SemiAnalysis believes can stand by the end of 2027.
SpaceX Is Funding an AI Bet Before the ProofFollow
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