PERSON DIRECTORY
Maya Barkin
Maya Barkin appears in 2 indexed conversations across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters)
Jordan NanosMaya BarkinWayne MaJeremie Eliahou Ontiveros
Roughly three-quarters of 2027 capacity in the top 20 US states is under construction, supporting the 50-plus GW global forecast; most of 2028’s 62 GW remains unstarted.Texas, nearly 30% of 2028 additions, now includes on-site power in its permit freeze; an Abbott win could allow a December restart, while his Democratic opponent’s conditions could add five to nine months.
Ep. 033 - 300 Data Center Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy)
Maya BarkinReyk KnühtsenJordan NanosJeremie Eliahou Ontiveros
Mapping 400+ local instruments against 3,500 projects finds 300+ moratoriums but only three projects actively affected: AWS, NorthPoint, and CoreSite.Roughly 80% of live restrictions have no capacity behind them, leaving the forecast unchanged and making behind-the-meter power more attractive; New York delays roughly 800MW by 6–10 months, while an off-grid-blocking Texas-scale ban is key risk.