| | Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We Disagree (semianalysis.com) |
| 3 points by giuliomagnifico 1 day ago | past | 1 comment |
|
| | TPU Inference Externalization Full Steam Ahead – InferenceX (semianalysis.com) |
| 1 point by eliben 9 days ago | past | discuss |
|
| | Anthropic 3Q26 Profit over $1B: The Anthropic IPO Financials Sneak Peak (semianalysis.com) |
| 6 points by Bluestein 15 days ago | past | 1 comment |
|
| | Cerebras's Next Generation CS-4: Fast Just Got Faster (semianalysis.com) |
| 2 points by rbanffy 16 days ago | past |
|
| | Most Neoclouds Suck at Security (semianalysis.com) |
| 2 points by swolpers 18 days ago | past |
|
| | OpenAI Jalapeño: Better than Nvidia Blackwell (semianalysis.com) |
| 584 points by bmulholland 23 days ago | past | 381 comments |
|
| | Comparing open vs. closed models across the eras of frontier models (semianalysis.com) |
| 2 points by giuliomagnifico 26 days ago | past |
|
| | SemiAnalysis: Are Open Models Catching Up? (semianalysis.com) |
| 4 points by j-bu 27 days ago | past | 1 comment |
|
| | $12B of US ratepayers' money wasted on a modeling mistake in PJM (semianalysis.com) |
| 78 points by _delirium 31 days ago | past | 40 comments |
|
| | Gemini is Cooked, but GCP is Cooking (semianalysis.com) |
| 2 points by isnotchicago 37 days ago | past |
|
| | Gemini is Cooked but GCP is Cooking (semianalysis.com) |
| 6 points by bhouston 38 days ago | past |
|
| | Gemini is Cooked but GCP is Cooking (semianalysis.com) |
| 1 point by theanonymousone 40 days ago | past |
|
| | SpaceX 10GW in 2027 – Why It's Real, Will Drive $300B ARR for SpaceX (semianalysis.com) |
| 7 points by rajivjain 41 days ago | past | 3 comments |
|
| | Gemini is Cooked but GCP is Cooking (semianalysis.com) |
| 2 points by robertacion 41 days ago | past |
|
| | Gemini is Cooked but GCP is Cooking (semianalysis.com) |
| 4 points by gmays 41 days ago | past |
|
| | The Wild Wild West of Lego Datacenters (semianalysis.com) |
| 4 points by speckx 46 days ago | past |
|
| | Can AMD Break the CUDA Moat? AMD Advancing AI 2026 (semianalysis.com) |
| 4 points by rbanffy 48 days ago | past |
|
| | Can AMD Break the CUDA Moat? AMD Advancing AI 2026 (semianalysis.com) |
| 7 points by gmays 51 days ago | past | 2 comments |
|
| | Is SMIC N+3's Metal Pitch Smaller Than Intel 18A's? (semianalysis.com) |
| 2 points by rguiscard 55 days ago | past |
|
| | Meta's Infrastructure Team Needs a Culture Reset (semianalysis.com) |
| 4 points by allenleee 57 days ago | past |
|
| | The Future of Meta Superintelligence (semianalysis.com) |
| 1 point by shadowtree 69 days ago | past |
|
| | The Future of Meta Superintelligence: A 1 Year Progress Update (semianalysis.com) |
| 4 points by mji 69 days ago | past | 1 comment |
|
| | Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake [ ] (semianalysis.com) |
| 3 points by swolpers 72 days ago | past |
|
| | Nvidia Is Backstopping GPU Rentals for Neoclouds (semianalysis.com) |
| 5 points by shenli3514 73 days ago | past | 2 comments |
|
| | Meta Compute: Everyone Wants to Be a Neocloud (semianalysis.com) |
| 4 points by 01-_- 76 days ago | past |
|
| | ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter (semianalysis.com) |
| 3 points by felixdoerp 76 days ago | past |
|
| | TokenBudgeting: Our Conversations with Enterprises on Token Spend (semianalysis.com) |
| 1 point by rbanffy 77 days ago | past |
|
| | China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com) |
| 3 points by rbanffy 77 days ago | past |
|
| | CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com) |
| 2 points by rbanffy 78 days ago | past |
|
| | TokenBudgeting: Our Conversations with Enterprises on Token Spend (semianalysis.com) |
| 1 point by felixdoerp 78 days ago | past |
|
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| More |
