Ellie Holbrook, Robert Boswall, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Dylan Patel

Articles by Ellie Holbrook, Robert Boswall, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Dylan Patel

What is So Hard About Behind-The-Meter Power For Datacenters? Part 1 - SemiAnalysis

Business September 11, 2026

Last year we were the first to call out Onsite Gas Generation as the primary method adopted by AI Labs and Hyperscalers to solve power constraints. Our positive view was far from being consensus: beh�...