SemiAnalysis founder Dylan Patel said on the Dwarkesh Podcast that most of the value generated by frontier AI models is captured by sophisticated users like Jane Street and Meta, not by model provider…
Anthropic, a leading U.S. frontier AI lab, reported Q2 2026 revenue of approximately $11.5–$11.6 billion and turned profitable for the first time, while OpenAI reported Q2 revenue of $6.7 billion but …
OpenAI's first in-house inference chip, "Jalapeño," outperforms Nvidia's Blackwell and Rubin in throughput and energy efficiency, according to SemiAnalysis tests presented at the Hot Chips conference.…
Dylan Patel, founder of SemiAnalysis, said on the Dwarkesh Patel podcast that Anthropic and OpenAI are on track to control most of the world's usable FLOPs within the next few years because they can m…
Alphabet reports Q2 2026 results today, with Wall Street expecting $117 billion in revenue and $2.87 EPS, but the key question is whether its $180 billion to $190 billion AI buildout is generating ret…
Semianalysis identified server rack bottlenecks as a new constraint in AI infrastructure, driving Supermicro's stock higher. The research highlights that GPU advances are outpacing CPU resources, with…
CoolIT Systems announced a 15kW single-phase direct liquid cooling coldplate on June 1, 2026, achieving nearly four times the capacity of its prior 4kW design and over ten times the cooling required f…