📰 Semi Analysis
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⚡ AI Lessons (9351)
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Semi Analysis
1w ago
The Great GPU Shortage – Rental Capacity – Launching our H100 1 Year Rental Price Index
GPU Rental Pricing Dashboard Launch
Semi Analysis
1w ago
Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
Microbenchmarking, tcgen05, 2SM MMA, UMMA, TMA, LDGSTS, UBLKCP, Speed of Light, Distributed Shared Memory, GPC Floorsweeps, SM Yield
Semi Analysis
2w ago
Nvidia – The Inference Kingdom Expands
Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX
Semi Analysis
1mo ago
The Great AI Silicon Shortage
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner
Semi Analysis
1mo ago
Are AI Datacenters Increasing Electric Bills for American Households?
Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,
Semi Analysis
1mo ago
Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon
Vera, Rubin, NVLink 6 Switch, ConnectX-9, BlueField-4, Spectrum-6, Seamless Cableless Compute Tray Design, Power Rack, VR NVL72 TCO and BoM
Semi Analysis
1mo ago
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX
The Artist Known as InferenceMAX. GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang, vLLM, TRTLL
Semi Analysis
2mo ago
CPUs are Back: The Datacenter CPU Landscape in 2026
RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral Rapids,
Semi Analysis
2mo ago
Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom
Pricing doubles again, Supercycle is bigger, and could last longer than you think
Semi Analysis
2mo ago
Claude Code is the Inflection Point
What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning
Semi Analysis
2mo ago
From Tokens to Burgers: A Water Footprint Face-Off
A different perspective on the datacenter water debate, forget tokens/watt or tokens/dollar, it's about tokens/burger, how many In-N-Outs is equivalent to the w
Semi Analysis
2mo ago
Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More
IEDM 2025 Round-Up
Semi Analysis
3mo ago
Apple-TSMC: The Partnership That Built Modern Semiconductors
Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape
Semi Analysis
3mo ago
RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures
Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab Procurement Patt
Semi Analysis
3mo ago
Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect
Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangibl
Semi Analysis
3mo ago
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO
Semi Analysis
4mo ago
AWS Trainium3 Deep Dive | A Potential Challenger Approaching
NL72x2/NL32x2 Scale Up Rack Architecture, Step-Function Software & System Improvements, Optimized Perf per TCO, “Amazon Basics” GB200 NVL36x2, Astera Labs, Trai
Semi Analysis
4mo ago
TSMC Overseas Fabs – A Success?
Why Morris Chang Said U.S. Fabs Will Fail, Wafer Cost and Economics of Taiwan vs. U.S. Fabs, TSMC Supply Chain Details
Semi Analysis
4mo ago
TPUv7: Google Takes a Swing at the King
Anthropic’s 1GW+ TPUs, New customers Meta/SSI/xAI/OAI, Full Stack Review of v7 Ironwood, CUDA Moat at risk, Next Generation TPUv8AX and TPUv8X versus Vera Rubin
Semi Analysis
5mo ago
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
"The Big Pause", AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot Woes, MAI and Maia Floundering
DeepCamp AI