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Latest posts
Last updated 14 days ago
Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
14 days ago
Over the last few months, there have been a number of headlines...
AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia’s New Moat
19 days ago
SemiAnalysis is expanding our AI engineering team and are hiring for the...
Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72
26 days ago
Huawei is making waves with its new AI accelerator and rack scale...
High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist, Hyper-NA
28 days ago
“Lithos Graphein” is back as a guest contributor to this report. Follow...
Tariff Armageddon? | GPU Tariff Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment
about 1 month ago
The buildout of AI infrastructure in the US has reached a macro-level...
The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
about 2 months ago
The ClusterMAX Rating System and content within this article were prepared independently...
NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
about 2 months ago
The Reasoning Token Explosion AI model progress has accelerated tremendously, and in...
America Is Missing The New Labor Economy – Robotics Part 1
2 months ago
SemiAnalysis is hosting an Nvidia Blackwell GPU Hackathon on Sunday March 16th...
Datacenter Anatomy Part 2 – Cooling Systems
3 months ago
Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale...
TSMC N2 + Next-Gen SoIC, Intel EMIB-T, Meta 3D Stacked Memory, CFET, 2D Materials, and More
3 months ago
The semiconductor industry isn’t built on overnight breakthroughs. It’s built on large...
DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
3 months ago
The DeepSeek Narrative Takes the World by Storm DeepSeek took the world...
OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers
4 months ago
The Open AI Stargate Joint Venture announcement had many folks heads turning...