Semianalysis

Vera, Rubin, NVLink 6 Switch, ConnectX-9, BlueField-4, Spectrum-6, Seamless Cableless Compute Tray Design, Power Rack, VR NVL72 TCO and BoM

The Artist Known as InferenceMAX. GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang, vLLM, TRTLLM

RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral Rapids, Arm Phoenix + Venom, Graviton 5, Axion

Pricing doubles again, Supercycle is bigger, and could last longer than you think

What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning

A different perspective on the datacenter water debate, forget tokens/watt or tokens/dollar, it's about tokens/burger, how many In-N-Outs is equivalent to the world's largest datacenter

IEDM 2025 Round-Up

Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape

Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab Procurement Patterns, Platform Politics and Access

Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready products only arriving in 2025.

Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO

NL72x2/NL32x2 Scale Up Rack Architecture, Step-Function Software & System Improvements, Optimized Perf per TCO, “Amazon Basics” GB200 NVL36x2, Astera Labs, Trainium4

Why Morris Chang Said U.S. Fabs Will Fail, Wafer Cost and Economics of Taiwan vs. U.S. Fabs, TSMC Supply Chain Details

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