PERSON DIRECTORY
Reyk Knuhtsen
Reyk Knuhtsen appears in 5 indexed conversations across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ep. 039 - [EMERGENCY] Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenters)
Jordan NanosJeremie OntiverosReyk Knuhtsen
SemiAnalysis raised its 2027 data-center forecast from 43 GW to 50 GW, citing building-level tracking against expectations near 25 GW.More than $1 trillion in signed leases and modular builds, with DayOne timelines around nine months versus 18 months traditionally, support delivery; delays and gradual ramps are already modeled.Power remains constrained, while potential data-center oversupply entering 2028 is Jeremie’s main risk, not a formal forecast.
Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos
Jordan NanosJeremie OntiverosReyk Knuhtsen
SemiAnalysis is raising its 2027 data-center forecast from 43GW to roughly 50GW, citing building-by-building tracking, over $1 trillion in signed leases, and self-build starts rising quarter after quarter.Cited modular builds can compress traditional 18-month timelines to 6–9 months, but the team warns the constraint could flip to data-center oversupply in 2028 as chip supply expands.
Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)
Jeremie Eliahou OntiverosReyk KnuhtsenJordan Nanos
SemiAnalysis argues SpaceX could bring 10 GW of AI capacity online in 2027, selling scarce “emergency megawatts” for roughly $50 million per MW-year.Modeled frontier inference near $100 million per MW-year could repay GPUs in under a year and make NVIDIA financing plausible.Microsoft’s late-2027–28 capacity gap supports demand, while permitting, chips, uptime and political restrictions remain risks.