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America Is Missing The New Labor Economy – Robotics Part 1

2 months ago semianalysis.com economy

Nvidia GTC 2025 – Built for Reasoning, Vera Rubin, Kyber, Jensen Math, Feynman

2 months ago semianalysis.com math nvidia

DeepSeek Outstrips Meta and Mistral To Lead Open-Source AI Race

3 months ago semianalysis.com ai meta

Google "We have no moat, and neither does OpenAI" (2023)

3 months ago semianalysis.com google openai

CUDA Moat Still Alive

5 months ago semianalysis.com

Intel on the Brink of Death

5 months ago semianalysis.com intel

AI Scaling Laws

5 months ago semianalysis.com ai

The Memory Wall: Past, Present, and Future of DRAM

8 months ago semianalysis.com hardware

The Memory Wall: Past, Present, and Future of DRAM

8 months ago semianalysis.com hardware

Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms

9 months ago semianalysis.com nvidia

Intel's 14A Magic Bullet: Directed Self-Assembly (DSA)

13 months ago semianalysis.com intel

Is Intel Back? Foundry and Product Resurgence Measured

13 months ago semianalysis.com intel

Microsoft is currently conducting the largest infrastructure buildout that humanity has ever seen.

14 months ago semianalysis.com microsoft

Microsoft is currently conducting the largest infrastructure buildout that humanity has ever seen.

14 months ago semianalysis.com microsoft

CXL Is Dead in the AI Era

14 months ago semianalysis.com ai

Groq Inference Tokenomics: Speed, but at What Cost?

15 months ago semianalysis.com

TSMC CFET and 3D Stacking, AMD 3D Device, Hynix HBM 4, Micron 3D DRAM, FeRAM

16 months ago semianalysis.com 3d amd tsmc

AMD MI300 performance – Faster than H100, but how much?

17 months ago semianalysis.com amd

Microsoft Swallows OpenAI's Core Team – GPU Capacity, Incentives, IP

18 months ago semianalysis.com gpu microsoft openai

AMD MI300 Ramp, GPT-4 Performance, Asp and Volumes

18 months ago semianalysis.com amd

Deciphering Latest Restrictions on AI and Semiconductor Manufacturing

19 months ago semianalysis.com ai

TPUv5e: New Benchmark in Cost-Efficient Inference, Training for <200B Parameter

20 months ago semianalysis.com

Google Gemini Eats the World

21 months ago semianalysis.com google

GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, Moe

22 months ago semianalysis.com

AMD AI Software Solved – MI300X Pricing, Perf, PyTorch, FlashAttention, Triton

23 months ago semianalysis.com ai amd

AI Server Cost Analysis – Memory Is the Biggest Loser

24 months ago semianalysis.com ai

Intel Emerald Rapids Backtracks on Chiplets – Design, Performance and Cost

24 months ago semianalysis.com intel

Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions

24 months ago semianalysis.com ai meta

Google “We have no moat, and neither does OpenAI”

24 months ago semianalysis.com google openai

The Future of the Transistor

2 years ago semianalysis.com transistor

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