SemiAnalysis Weekly

Jordan Nanos, Doug O'Laughlin

2 episodes

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  Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters) | Jeremie Eliahou Ontiveros, Jordan Nanos, Maya Barkin, Wayne Ma

  4 Nov · 43 min

  • Three quarters of 2027 US datacenter capacity is already under construction, locking in that pipeline.
  • Texas halted TCEQ datacenter permits in September, threatening 2028 capacity in the largest state pipeline.… more
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  Ep. 042 - GDPx: The Benchmark for Frontier AI

  3 Nov · 52 min

  • SemiAnalysis launched GDPx, a frontier AI benchmark spanning 11 domains and built with 14 specialized data partners.
  • On GDPx, frontier models scored 0% on finance under binary grading except Carbon, while partial grading put finance in the 50s and legal in the 30s or 40s.… more