| | Microsoft's AI Strategy Deconstructed – From Energy to Tokens (semianalysis.com) |
| 1 point by nsoonhui 1 day ago | past | discuss |
|
| | Nvidia Buys Illumina? The AI Foundry for Healthcare (semianalysis.com) |
| 3 points by gmays 9 days ago | past | 2 comments |
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| | ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System (semianalysis.com) |
| 2 points by MasterScrat 12 days ago | past | discuss |
|
| | America Is Missing the New Labor Economy (semianalysis.com) |
| 5 points by JumpCrisscross 16 days ago | past | 1 comment |
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| | How to Kill 2 Monopolies with 1 Tool (semianalysis.com) |
| 4 points by JumpCrisscross 18 days ago | past |
|
| | Substrate X-Ray Lithography, a New American Foundry (semianalysis.com) |
| 2 points by jrk 20 days ago | past |
|
| | How to Kill 2 Monopolies with 1 Tool (X-ray lithography) (semianalysis.com) |
| 5 points by allenrb 20 days ago | past |
|
| | Nanoimprint Lithography: Stop Saying It Will Replace EUV (semianalysis.com) |
| 2 points by cpard 23 days ago | past |
|
| | InferenceMAX: LLM Inference Daily Benchmarks (semianalysis.com) |
| 3 points by walterbell 40 days ago | past |
|
| | InferenceMAX: Open-Source Inference Benchmarking (semianalysis.com) |
| 4 points by pella 40 days ago | past | 1 comment |
|
| | XAI's Colossus 2 – First Gigawatt Datacenter in the World (semianalysis.com) |
| 1 point by rbanffy 58 days ago | past |
|
| | XAI's Colossus 2 – First Gigawatt Datacenter in the World (semianalysis.com) |
| 17 points by rbanffy 59 days ago | past | 2 comments |
|
| | XAI likely first AI company with Gigawatt plus campus (semianalysis.com) |
| 9 points by danielcampos93 63 days ago | past |
|
| | Another Giant Leap: The Rubin CPX Specialized Accelerator and Rack (semianalysis.com) |
| 3 points by rbanffy 67 days ago | past |
|
| | New Prefill Specialised GPU – Nvidia Rubin CPX (semianalysis.com) |
| 5 points by gchadwick 69 days ago | past |
|
| | Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com) |
| 2 points by naves 73 days ago | past |
|
| | Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com) |
| 4 points by rbanffy 75 days ago | past |
|
| | Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com) |
| 9 points by mfiguiere 76 days ago | past |
|
| | Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Data (semianalysis.com) |
| 2 points by rahimnathwani 82 days ago | past |
|
| | H100 vs. GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis (semianalysis.com) |
| 1 point by rbanffy 3 months ago | past |
|
| | GPT-5 Set the Stage for Ad Monetization and the SuperApp – SemiAnalysis (semianalysis.com) |
| 3 points by rbanffy 3 months ago | past |
|
| | GPT5 potentially will monetize free users (semianalysis.com) |
| 1 point by themule 3 months ago | past |
|
| | GPT-5 Set the Stage for Ad Monetization (semianalysis.com) |
| 7 points by 9cb14c1ec0 3 months ago | past | 3 comments |
|
| | Scaling the Memory Wall: The Rise and Roadmap of HBM – SemiAnalysis (semianalysis.com) |
| 3 points by rbanffy 3 months ago | past |
|
| | Robotics Levels of Autonomy – SemiAnalysis (semianalysis.com) |
| 2 points by rbanffy 3 months ago | past |
|
| | Robotics Levels of Autonomy (semianalysis.com) |
| 3 points by chmaynard 3 months ago | past |
|
| | Intel 18A Details and Cost, Future of DRAM 4F2 vs. 3D, Backside Power Adoption (semianalysis.com) |
| 13 points by rbanffy 3 months ago | past | 3 comments |
|
| | Datacenter Industry Model – SemiAnalysis (semianalysis.com) |
| 1 point by loongloong 4 months ago | past |
|
| | Meta Superintelligence – Leadership Compute, Talent, and Data (semianalysis.com) |
| 1 point by zekrioca 4 months ago | past |
|
| | Meta Superintelligence – Leadership Compute, Talent, and Data (semianalysis.com) |
| 11 points by ot 4 months ago | past | 1 comment |
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| More |
