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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
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| Issues | 317 | Founded | a year ago | Last Issue | 6 days ago |
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newsletter.semianalysis.comLatest Issues
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, high throughput engine Prefill, high interactivity engine decode
Premium-priced “fast modes” are proving that users will pay...
SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Tiple-Digits
Elon Musk shocked the world, once again, when he announced on SpaceX’s first earnings his Gigawatt ambitions for next year. He “...
Gemini is Cooked but GCP is Cooking
or why DeepMind's long term failure is GCP's short term gain
On Wednesday, August 5th, Google announced a complete overhaul of DeepMind leadership. A quick recap:
Kimi K3, The Manos, The Mythos, The Legendos
Kimi K3’s architecture: compressed memory, attention across depth, latent expert routing, and the inference performance
Kimi K3 took the world by storm at its announcement, sweeping leaderboards and establishing itself as the open frontier...
The Wild Wild West Of LEGO Datacenters
The Labor Problem and Modularization to the Rescue
The Labor Problem and Modularization to the Rescue
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Authors
The writers behind this newsletter.
Bridging the gap between business and the worlds most important industry.
Writing about what I like right now - aka Semiconductors.
Call me Howie
Analyst - Hardware, ODM
Pioneering physical superintelligence \ud83d\ude80
Semiconductor Analyst at SemiAnalysis
Analyst at SemiAnalysis, focused on AI and datacenters, with a strong interest in the geopolitical dynamics shaping global tech and supply chains.
Robotic practitioner - RL, sim2real, VLAs
Intelligent Systems
test
Semiconductor Process/Manufacturing Analyst
Cambridge, IBM, MemBrain, OTL, Combinatorics, Borland (run times libraries, Quattro, Paradox), Microsoft (SQL Server, WinCE, .NET compact, Optima, Midori, Bing, HoloLens, Azure), Avant-Gray EBL, ECC for Rivos, SemiAnalysis staff since summer '24.
AI at SemiAnalysis
Analyst @SemiAnalysis. Focusing on memory and AI supply chain.
HPC
I'm an analyst at SemiAnalysis, previously with The Information and The Wall Street Journal
Hi
hello
SemiAnalysis Teardown Engineering & Evaluation lab. Tearing down and analyzing the world's most advanced hardware!
Energy @ SemiAnalysis
semianalysis
Member of STEEL teardown team.
STEELman
Network Analyst @ SemiAnalysis. Ex-AWS
Member of STEEL teardown team
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