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Latest posts

Last updated 9 days ago

AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens

9 days ago

It has been long claimed that AMD’s AI servers can achieve better...

AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA

16 days ago

The US has signed two landmark agreements with the United Arab Emirates...

Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions

about 1 month 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

about 1 month ago

SemiAnalysis is expanding our AI engineering team and are hiring for the...

Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72

about 2 months 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

about 2 months ago

“Lithos Graphein” is back as a guest contributor to this report. Follow...

The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs

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

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

3 months ago

SemiAnalysis is hosting an Nvidia Blackwell GPU Hackathon on Sunday March 16th...

Datacenter Anatomy Part 2 – Cooling Systems

4 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

4 months ago

The semiconductor industry isn’t built on overnight breakthroughs. It’s built on large...