Semianalysis

Anthropic’s 1GW+ TPUs, New customers Meta/SSI/xAI/OAI, Full Stack Review of v7 Ironwood, CUDA Moat at risk, Next Generation TPUv8AX and TPUv8X versus Vera Rubin

"The Big Pause", AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot Woes, MAI and Maia Floundering

95% Coverage By Volume, 84 Providers Rated, 209 Providers Tracked, 140+ Customers Surveyed, 46,000 Words For Your Enjoyment

Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers

NIL basics, why it won’t replace EUV, details of Canon’s tool, possible applications

Quadrupeds Superior Scalability, Unitree's Incredible Production, Third Party Providers Introduce New Dynamics, Novel Applications And Opportunities, Unitree's Impossible BoMs, Quadruped TAMs

NVIDIA GB200 NVL72, AMD MI355X, Throughput Token per GPU, Latency Tok/s/user, Perf per Dollar, Tokens per Provisioned Megawatt, DeepSeek R1 670B, GPTOSS 120B, Llama3 70B

On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL Environment

New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends

H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon

Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models

Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability, Backplane Downtime

How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries

HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification

Single-Purpose Robots Automating Hundreds Of Jobs, Pick And Place With Low Autonomy Is Expensive, General-Purpose Autonomy Navigating And Inspecting Large Sites, Targeting Low-Skill Labor In Early Pilots With Promise, Autonomy Capable Of Any Task In Resea

VLSI 2025 Roundup

AI Datacenter Titanomachy, "The Tent", AI Data and Talent Wars, Zuck Founder Mode, Behemoth 4 Post-Mortem, OBBB Tax Windfall, AI and Reality Labs

Traffic and User Zombification, GPU Rich Western Neoclouds, Token Economics (Tokenomics) Sets the Competitive Landscape

Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast

108GW Large Load Queue, Tesla Megapacks, Supercapacitors, Gigawatt-scale Batteries, PyTorch No Power Plant Blow Up