Articles from newsletter.semianalysis.com

Articles from newsletter.semianalysis.com

With each successive era of AI, from early scaling, to reasoning, to agentic, open models have taken half as long to catch up to the first closed model (newsletter.semianalysis.com)
3 days ago AI

Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate (newsletter.semianalysis.com)
17 days ago SpaceX

Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute (newsletter.semianalysis.com)
18 days ago Google

Meta's infrastructure teams have become bloated, leading to poor decisions like troubled Rivos acquisition, loss of supplier trust due to hardware pivots, more (newsletter.semianalysis.com)
2026-7-23

A look at Meta Superintelligence Labs' growth in the past year, including a top-tier RL environment and compute ramp that could catch up to Anthropic and OpenAI (newsletter.semianalysis.com)
2026-7-10

Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (newsletter.semianalysis.com)
2026-7-4 SpaceX

A look at Unitree's growth strategy, which mimics those used by BYD and DJI, and leverages its quadruped robot dominance to create and lead the humanoid market (newsletter.semianalysis.com)
2026-6-10 Robot

A deep dive into the case for data centers in space, as SpaceX prepares to go public: Elon Musk's claims, the wider debate, power supply issues, costs, and more (newsletter.semianalysis.com)
2026-6-4 Elon Musk SpaceX

Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history (newsletter.semianalysis.com)
2026-5-31 AI

TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification (newsletter.semianalysis.com)
2026-3-14 AI

Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026 (newsletter.semianalysis.com)
2026-2-7 GitHub

Analysis: Colossus 2, one of the world's largest AI datacenters, will use as much water/year as 2.5 average In-N-Outs, assuming only drinkable water and burgers (newsletter.semianalysis.com)
2026-1-17 AI

Highlights from IEDM 2025: 3D NAND is suddenly relevant again, interconnect metals beyond copper are emerging, 2D materials that could replace silicon, and more (newsletter.semianalysis.com)
2026-1-14

A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (newsletter.semianalysis.com)
2026-1-12 Apple

A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more (newsletter.semianalysis.com)
2026-1-3

How AI labs are deploying on-site gas generators for power as the US electric grid struggles to keep pace with the growing demands of AI infrastructure (newsletter.semianalysis.com)
2026-1-1 AI

A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (newsletter.semianalysis.com)
2025-12-7 Amazon Budget

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
2025-12-1 Google AI Nvidia

A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip (newsletter.semianalysis.com)
2025-11-13 Microsoft AI GitHub

SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night (newsletter.semianalysis.com)
2025-10-11 AI

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