SemiAnalysis
Dylan Patel, Gerald Wong, Myron Xie, Daniel Nishball, Wega Chu, Jeff Koch, Jeremie Eliahou Ontiveros, Joe Ryu, Christopher Seifel, Patrick Zhou, Cheang Kang Wen, Maya, Robert Ghilduta, Kimbo Chen, Reyk Knuhtsen, Wei Zhou, Ajey Pandey, Niko Ciminelli, Doug, AJ KourabiBridging the gap between the world's most important industry, semiconductors, and business.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 258 | Subscribers | Read | newsletter.semianalysis.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL Environment
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Call me Howie
Pioneering physical superintelligence \ud83d\ude80
Equity Research Analyst at SemiAnalysis
Networking @SemiAnalysis
Robotic practitioner - RL, sim2real, VLAs
Intelligent Systems
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