SemiAnalysis launches GDPx, an AI frontier model benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score
A comprehensive benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials science, and alignment
SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients
Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced ahead of frontier lab IPOs.
Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund
James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.
Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund
James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.
Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more
“Every force is screeching towards centralization.” — Had a lot of fun chatting again with my twin brother Dylan Patel.
Google's AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity
SemiAnalysis thinks the DeepMind shakeup means Google is losing the AI race. It might be that Google is choosing to run a different race.
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture
NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …
A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research
For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind …