AI Datacenters Transform 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/

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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