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AI-05

DePIN Compute & Bandwidth

Decentralised physical infrastructure: compute, storage, bandwidth.

Market briefCP-2026-0138Fresh · 25 Sept

China's datacentre fleet, counted by building

SemiAnalysis tracks more than 24GW across 1,000+ Chinese facilities, above EMEA, with ByteDance in roughly a fifth of delivered capacity.

2 minSource: SemiAnalysis

Recent

  1. AnalysisCP-2026-0137

    What has to stay close together

    Mixture of experts did not only raise parameter counts. It changed which tensors are active per token, and therefore which links in a cluster have to be fast.

    3 minSource: SemiAnalysis

  2. Field reportCP-2026-0136

    Grass: 74 days on a bandwidth node, and what it produced

    Grass turns the internet connection you already pay for into a share of the AI data market. We ran a node, measured it, and recommend it.

    6 min

  3. AnalysisCP-2026-0135

    Seven hundred watts per compute die

    SemiAnalysis puts numbers on OpenAI's Jalapeno: 13.4 PFLOPs of MXFP4, 15.4TB/s of HBM4, and a volume ramp that only arrives late in 2027.

    3 minSource: SemiAnalysis

  4. AnalysisCP-2026-0134

    Same wafer, twice the clock, three per rack

    Cerebras doubles CS-3 throughput without a new chip — and takes rack power from 23kW to about 130kW to do it.

    2 minSource: SemiAnalysis

  5. BenchmarkCP-2026-0133

    Same eight GPUs, thirty-three points more

    Replacing a first-in-first-out scheduler with a constraint-aware allocator moved utilisation from 53.6% to 87.0% on identical hardware.

    2 minSource: Hugging Face

  6. AnalysisCP-2026-0132

    A modelling error that cost $11.57 billion

    PJM undercounts the plants it already has by about 4GW, and the emergency auction it has scheduled repeats the assumption.

    3 minSource: SemiAnalysis

  7. Field reportCP-2026-0131

    Decentralised GPU supply finally met real demand — unevenly

    Two years of idle capacity ended this quarter for some networks and not for others. The split says more than the headline.

    12 min

  8. Market briefCP-2026-0126

    Spot pricing is not the differentiator anyone claims

    Headline hourly rates converged. Availability at the advertised rate did not.

    5 min

  9. AnalysisCP-2026-0120

    Verification is the hard part, not scheduling

    Proving a job ran as specified remains unsolved at acceptable cost.

    9 min

  10. AnalysisCP-2026-0114

    Storage networks are quietly the profitable half

    Compute gets the attention. Decentralised storage got the paying customers first.

    6 min

  11. Research noteCP-2026-0108

    Power, not silicon, is the binding constraint

    Accelerator supply loosened. Grid connections did not.

    7 min