SemiAnalysis sees 30.3 GW of planned 2028 capacity at risk to moratorium if the candidate proposing a datacenter pause won in every state where one is running. "If the candidate proposing a datacenter pause won in every state where one is running, those states would together contain roughly 30 GW of planned capacity scheduled for 2028. How much actually slips depends on the permits each project still needs and how long the pause lasts." $META $GOOGL $AMZN $MSFT $ORCL $SPCX

SemiAnalysis President @fabknowledge compares the economics of AI-powered cyberattacks to drone warfare, where launching an attack can cost a fraction of what it takes to defend against it. "A bozo model can probably hack your infrastructure. It doesn't really take much. The bar is surprisingly low." "It's kind of like a drone. It costs $100 to fly the drone into the tanker and it costs like $2M to shoot the drone out of the sky." "That dynamic is replicated in AI as well. Meaning, defense costs an order of magnitude more than an attack."

SemiAnalysis has raised its 2027 data center capacity forecast from +43 GW to +50 GW This comes just days after Jensen Huang appeared doubtful about the previous figure when asked about it 👀

SemiAnalysis hit piece on $IREN: “We recommend that IREN stop pretending to offer managed clusters and inference endpoints in public marketing & investment materials and focus on their bare metal offering.” They “strongly suspect” that Prince George was not inaugurated with a Land Acknowledgement and that the site is “completely bad.”

SEMIANALYSIS RELEASES CLUSTERMAX 3.0: For the 1st and 2nd release, CoreWeave was at the top alone. For the first time, $NBIS Nebius joins $CRWV CoreWeave as the top ranking neoclouds.

SemiAnalysis: Our Datacenter Industry Model forecasts +38GW of Datacenter IT capacity delivered in the US in 2027, more than double that of 2026. Today, we estimate that roughly 2.3 GW of planned capacity is genuinely delayed because of local moratoriums and New York’s executive order.