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SemiAnalysis refutes the widely circulated claim that half of 2026 US datacenter capacity is delayed or canceled, attributing it to inaccurate models and showing their own data indicates only minor changes in forecasts.
KaichouYou discusses challenges in scaling concurrent rollouts for RL training infrastructure, highlighting a stress test of sandbox scaling on Qwen3 235B with SemiAnalysis, including a writeup of errors and fixes.