Bridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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newsletter.semianalysis.comLatest Issues
ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
In 8 months since our last major release of ClusterMAX, slavering investors have just about...
Computation and Data Movement for Inference
Mapping MoE models onto inference hardware: structure, flow, and efficient serving
Mixture of Experts, now widely used in frontier models, has changed both the structure of serving and the economics of useful inference. It did more than in...
Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading
New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments
Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors direct...
Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree
20GW sits inside a restricted local boundary, 1,525MW actually slips, 2.3GW nationwide including New York
The debate on US datacenters has never been so politically charged. Four states have acted in under two months. New York has stopped...
Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar
Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design
Rubin is the first platform co-designed across six products for the agentic era: Rubin GPU...
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Semiconductor Analyst at SemiAnalysis
HPC
Writing about what I like right now - aka Semiconductors.
DCmaxxing
hi
Hi
Undergraduate at NTU, Singapore. HPC | GPU | LLM
Analyst - Hardware, ODM
research and engineering at SemiAnalysis
MIT
AI at SemiAnalysis
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
I'm an analyst at SemiAnalysis, previously with The Information and The Wall Street Journal
Dashboard is life.
Energy Analyst at SemiAnalysis; Personal at: @Robertboswall
Call me Howie
Energy @ SemiAnalysis
Network Analyst @ SemiAnalysis. Ex-AWS
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