Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night
vendor-neutral suite runs nightly and tracks performance changes over time Tae Kim / Barron's Online : Nvidia Touts Software Advantage in Beating Rivals Like AMD Dion Harris / NVIDIA : NVIDIA Blackwel...
Huawei debuts the CloudMatrix 384 AI computing system, which outperforms Nvidia's most advanced GB200 NVL72 system on some metrics, according to SemiAnalysis
China's Huawei Technologies showed off an AI computing system on Saturday that one industry expert has said rivals Nvidia's most advanced offering …
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years
SemiAnalysis : X: @staysaasy , @lefttailguy , @blader , and @mjolley22 X: @staysaasy : @blader To put it in another context: If these guys were Sole Proprietorships or single person LLCs, they'd be p...
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years
Meta's shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. X: @staysaasy , @lefttailguy , @blader , and @mjolley22 X: ...
A look at DeepSeek's impact on the AI model race and market share landscape, roughly 150 days after DeepSeek R1 shook stock markets and the Western AI world
SemiAnalysis is hiring an analyst in New York City for Core Research, our world class research product for the finance industry.
Samsung has turned to Chinese customers like Baidu to prop up its ailing chip business; SemiAnalysis says Samsung is the “biggest supplier of HBM into China”
Deals with Chinese tech giant Baidu come as South Korean giant loses ground in US and navigates Washington's curbs
As automation and robotics undergo a revolution, a call to action for the US and the West, which are missing the new labor economy that China is set to capture
SemiAnalysis is hosting an Nvidia Blackwell GPU Hackathon on Sunday March 16th. It is the ultimate playground …
Benchmarking AMD's MI300X and Nvidia's H100 and H200; in theory, AMD's GPU has advantages in specs and total cost of ownership, but software bugs hold it back
This NVidia monopoly on #ai hardware is not good for anybody. … X: Nicholas Wilt / @cudahandbook : NVIDIA to churn the hardware instruction set with abandon, sometimes even committing featurecide and ...