SemiAnalysis
Dylan Patel, Myron Xie, Daniel Nishball, Jeff Koch, Jeremie Eliahou Ontiveros, Chaolien Tseng, Caleb GohBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 216 | Subscribers | Read | semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts
OpenAI Chip Team Is Now Serious
Poaching Aggressively
How Dell Is Beating Supermicro
Enterprises, Sovereign AI, CoreWeave, Tesla, AI Neocloud economics + orders
Apple’s AI Strategy: Apple Datacenters, On-device, Cloud, And More
When to run on-device, in Apple datacenters, or in the cloud with OpenAI, Deal economics
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
China/Taiwan semiconductor analyst
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