HighYield x SemiAnalysis deep-dive into AI Datacenters, Gigawatt Megaclusters and the Hyperscaler race to AGI.

How AI Datacenters Eat the World. SemiAnalysis Datacenter Anatomy Series:

Part 1: https://semianalysis.com/2024/10/14/d...

Part 2: https://semianalysis.com/2025/02/13/d...

SemiAnalysis Datacenter Industry Model: https://semianalysis.com/datacenter-i...

• 0:00 Intro
• 1:52 Datacenter Origins
• 2:53 Datacenter Location
• 4:06 AI Datacenters
• 5:08 AI Datacenter - Connectivity
• 7:17 AI Datacenter – Compute & Rack Power
• 11:40 AI Datacenter – Air & Liquid Cooling
• 14:32 AI Datacenter – Critical IT Power
• 17:50 SemiAnalysis Datacenter Anatomy
• 18:58 Texas Datacenter Mystery
• 21:26 AI Hyperscalers, Gigawatt Megaclusters & Nuclear Power
• 26:09 Satellite Images & SemiAnalysis Datacenter Industry Model
• 28:24 The Future of AI Datacenters