| | The Great AI Silicon Shortage (semianalysis.com) |
| 11 points by akyuu 7 days ago | past | discuss |
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| | Are AI Datacenters Increasing Electric Bills for American Households? (semianalysis.com) |
| 10 points by 2bluesc 17 days ago | past | 1 comment |
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| | Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon (semianalysis.com) |
| 1 point by wmf 22 days ago | past |
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| | Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom (semianalysis.com) |
| 3 points by littlexsparkee 30 days ago | past | 1 comment |
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| | InferenceX v2: Nvidia Blackwell vs AMD vs. Hopper – SemiAnalysis (semianalysis.com) |
| 4 points by randomgermanguy 32 days ago | past |
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| | CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com) |
| 1 point by yarapavan 38 days ago | past |
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| | CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com) |
| 2 points by myk-e 39 days ago | past |
|
| | Claude Code Is the Inflection Point (semianalysis.com) |
| 50 points by throwaw12 41 days ago | past | 29 comments |
|
| | Claude Code Is the Inflection Point (semianalysis.com) |
| 8 points by taubek 42 days ago | past |
|
| | Claude Code Is the Inflection Point (semianalysis.com) |
| 7 points by kakugawa 43 days ago | past | 3 comments |
|
| | From Tokens to Burgers: A Water Footprint Face-Off (AI Water Use) (semianalysis.com) |
| 1 point by atlasunshrugged 63 days ago | past |
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| | From Tokens to Burgers – A Water Footprint Face-Off (semianalysis.com) |
| 1 point by gmays 64 days ago | past |
|
| | Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com) |
| 1 point by akyuu 65 days ago | past |
|
| | "TSMC's U.S. Production Costs 2.4 Times Higher Than That in Taiwan" (semianalysis.com) |
| 11 points by cwwc 66 days ago | past | 2 comments |
|
| | Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com) |
| 2 points by GeekyBear 68 days ago | past |
|
| | Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com) |
| 1 point by rbanffy 70 days ago | past |
|
| | Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com) |
| 10 points by klelatti 71 days ago | past | 1 comment |
|
| | How AI labs are solving the power problem (semianalysis.com) |
| 167 points by Symmetry 79 days ago | past | 258 comments |
|
| | AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive (semianalysis.com) |
| 3 points by klelatti 80 days ago | past |
|
| | Robotics Levels of Autonomy (semianalysis.com) |
| 2 points by nowflux 3 months ago | past |
|
| | Die Yield Calculator (semianalysis.com) |
| 2 points by gmays 3 months ago | past |
|
| | MI300X vs. H100 vs. H200 Benchmark Part 1: Training (semianalysis.com) |
| 5 points by nl 3 months ago | past |
|
| | AWS Trainium3 Deep Dive – A Potential Challenger Approaching (semianalysis.com) |
| 71 points by Symmetry 3 months ago | past | 24 comments |
|
| | Google: "We Have No Moat, and Neither Does OpenAI" (2023) (semianalysis.com) |
| 1 point by dotmanish 3 months ago | past |
|
| | Google OCS Apollo: The >$3B Game-Changer in Datacenter Networking (2023) (semianalysis.com) |
| 2 points by smj-edison 3 months ago | past |
|
| | TSMC Overseas Fabs – A Success? (semianalysis.com) |
| 1 point by emschwartz 3 months ago | past |
|
| | TPUv7: Google Takes a Swing at the King (semianalysis.com) |
| 31 points by pella 3 months ago | past | 3 comments |
|
| | Scaling the Memory Wall: The Rise and Roadmap of HBM (semianalysis.com) |
| 1 point by kristianp 3 months ago | past |
|
| | Microsoft's AI Strategy Deconstructed – From Energy to Tokens (semianalysis.com) |
| 1 point by nsoonhui 4 months ago | past |
|
| | Nvidia Buys Illumina? The AI Foundry for Healthcare (semianalysis.com) |
| 3 points by gmays 4 months ago | past | 2 comments |
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| More |
