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
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 …
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 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
SemiAnalysis: in a first, AMD overtook Intel in data center revenue in Q3 2024; AMD hit $3.55B, above Intel's $3.3B revenue, which is down from $6B+ in Q1 2022
But both fall far behind sales of Nvidia's AI GPUs. — For well more than two decades, Intel has been the undisputed leader in the market for datacenter CPUs.
SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips, or 1M+ units, in China in 2024; Huawei expects to sell ~550K units of its Ascend 910B chips in 2024
firm to sell over one million sanctions-compliant HGX H20 in 2024 Luke Jones / WinBuzzer : NVIDIA's AI Chip Revenue in China to Hit $12 Billion Despite US Restrictions Anusuya Lahiri / Benzinga : Is N...
SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips in China in 2024, or 1M+ units; Huawei expects to sell ~550,000 units of Ascend 910B chips in 2024
Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions