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
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.