SemiAnalysis

xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise

28 days ago

Much has been written about xAI’s Colossus 1. The Memphis build belongs...

Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack

about 1 month ago

Nvidia announced the Rubin CPX, a solution that is specifically designed to...

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

about 1 month ago

Compute is the lifeblood of AI. He who controls the spice controls...

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

about 1 month 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

about 2 months ago

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

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

2 months ago

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

Scaling the Memory Wall: The Rise and Roadmap of HBM

2 months ago

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

Robotics Levels of Autonomy

3 months 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

3 months ago

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

Meta Superintelligence – Leadership Compute, Talent, and Data

3 months ago

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

Meta Superintelligence – Leadership Compute, Talent, and Data

3 months ago

Introduction to AI Networking Model

3 months ago

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