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.
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 …
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more
Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more
Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …