Ep. 018Jul 9, 202650 minDatacenter, Energy
Stop Saying Half of 2026 US Datacenter Capacity Is Canceled
JEJeremie Eliahou Ontiveros@JeremieEORKReyk Knuhtsen@robotknowerEHEllie HolbrookJNJordan Nanos@JordanNanosDatacenterEnergy
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0:0025:1750:34
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010:00Intro020:51The "half of capacity is canceled" myth034:43Why early stage projects get canceled048:06Three types of data center delays058:40Oracle's New Mexico problem0613:47Behind the meter: 40GW by 20280718:50How OEMs are responding0820:24Signed deal to powered GPUs0923:44Hyperscaler market share1027:49How SemiAnalysis tracks data centers1131:34What behind the meter means1233:31The gas turbine supply chain1338:22Peak turbine1442:54Solar, batteries, and nuclear1546:13Final thoughts1648:20Favorite projects
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