Articles from newsletter.semianalysis.com

Articles from newsletter.semianalysis.com

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)
1 hour ago

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)
12 days ago

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)
19 days ago 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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