How AI Datacenters Eat the World

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/datacenter-anatomy-part-1-electrical/ Part 2: https://semianalysis.com/2025/02/13/datacenter-anatomy-part-2-cooling-systems/ SemiAnalysis Datacenter Industry Model: https://semianalysis.com/datacenter-industry-model/ Become a supporter on Patreon: https://www.patreon.com/user?u=46978634 Follow me on X: https://x.com/highyieldYT Follow me on Bsky: https://bsky.app/profile/highyield.bsky.social 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