SemiAnalysis

Robotics Levels of Autonomy

7 days ago

Robots have powered manufacturing for decades, yet they stayed single-purpose and thrived...

Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More

16 days ago

Long time readers will recall that SemiAnalysis covers more than just datacenters...

Meta Superintelligence – Leadership Compute, Talent, and Data

26 days ago

Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation...

Meta Superintelligence – Leadership Compute, Talent, and Data

26 days ago

Introduction to AI Networking Model

26 days ago

Check out this short webinar where Dan and Patrick — the minds...

DeepSeek Debrief: >128 Days Later

about 1 month ago

SemiAnalysis is hiring an analyst in New York City for Core Research...

How Oracle Is Winning the AI Compute Market

about 1 month ago

Oracle’s Cloud Infrastructure business is firing on all cylinders and is greatly...

AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?

about 1 month ago

The largest AI labs are racing to build multi-gigawatt-scale datacenters, and stressing...

Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?

about 1 month ago

Ayar Labs is one of the most promising semiconductor startups in the...

NVIDIA Tensor Core Evolution: From Volta To Blackwell

about 1 month ago

In our AI Scaling Laws article from late last year, we discussed...

AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256

about 2 months ago

Introduction For the past six months, AMD has been in a Wartime...

The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE

about 2 months ago

Standard Ethernet intially lost significant market share to Nvidia’s InfiniBand in the...