Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
SemiAnalysis projects +50GW of datacenter additions in 2027, while a Noahpinion piece by Ramez Naam argues AI-agent swarms show steep diminishing returns.
SemiAnalysis projects +50GW of datacenter additions in 2027
The piece cites 60GW under construction and 1.3T of lease contracts signed year to date, and says the shortage could move to chips.
SemiAnalysis says many still misunderstand the pace of the global AI datacenter buildout.
Source →Ramez Naam argues massive AI-agent swarms are unlikely to unleash runaway recursive self-improvement
In Toby Ord's analysis, four agents on Terminal-Bench reached the same result about 1.9x faster at about 2.1x token cost, while BrowseComp was about 2.6x faster at about 1.6x cost.
Steep diminishing returns undercut the most aggressive AI-capability narratives while leaving room for models that improve coordination or underlying intelligence.
Watch Multi-agent scaling metrics and ECI acceleration.
Source →