PERSON DIRECTORY
Ellie Holbrook
Ellie Holbrook appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Stop Saying Half of 2026 US Datacenter Capacity Is Canceled
Jeremie Eliahou OntiverosReyk KnuhtsenEllie HolbrookJordan Nanos
The claim that half of 2026 US data-center capacity was canceled fails a denominator check: SemiAnalysis says early-stage options were mistaken for committed builds, while its forecasts moved less than 5%.The sharper bottleneck is execution at financed projects such as Oracle’s Project Jupiter, supporting more than 40 GW of behind-the-meter additions by 2028 but leaving gas, permits, equipment, and schedules as catalysts and risks.