SemiAnalysis

Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion

2 days ago

Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today...

H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time

17 days ago

Frontier model training has pushed GPUs and AI systems to their absolute...

GPT-5 Set the Stage for Ad Monetization and the SuperApp

24 days ago

To many power users (Pro and Plus), GPT5 was a disappointing release...

Scaling the Memory Wall: The Rise and Roadmap of HBM

25 days ago

The first portion of this report will explain HBM, the manufacturing process...

Robotics Levels of Autonomy

about 1 month 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

about 2 months ago

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

Meta Superintelligence – Leadership Compute, Talent, and Data

about 2 months ago

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

Meta Superintelligence – Leadership Compute, Talent, and Data

about 2 months ago

Introduction to AI Networking Model

about 2 months ago

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

DeepSeek Debrief: >128 Days Later

2 months ago

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

How Oracle Is Winning the AI Compute Market

2 months 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?

2 months ago

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