SemiAnalysis projects Meta will hold more AI compute capacity than OpenAI or Anthropic by end of 2026, driven by multi-gigawatt datacenters and a $14.3 billion Scale AI stake. The firm also predicts M…
Apple is testing DRAM chips from Chinese state-backed ChangXin Memory Technologies (CXMT) for devices sold in China and lobbying Washington to permit broader commercial use, according to the Financial…
SemiAnalysis projects that Anthropic could achieve over $1 billion in operating profit for the third quarter, according to a new analysis. Yahoo Finance Technology Editor Dan Howley examines the compa…
Anthropic reported a profit of over $1 billion in the third quarter of 2026, driven by strong adoption of its Claude Code product in software development. The company confidentially filed for an IPO o…
Nvidia's next AI server rack, Kyber NVL144, has been delayed more than a year to 2028 due to circuit board manufacturing problems, according to analyst firm SemiAnalysis. Asian suppliers lost up to do…
AMD's Instinct MI355X achieves roughly 80% of NVIDIA B200 throughput on GLM-5.2 inference at over 2x lower cost, delivering more than 2x better tokens-per-dollar after hand-tuning the ROCm software st…
Meta Platforms reportedly spends approximately $50,000 per employee annually on AI tokens, driven by a culture that encouraged heavy usage, leading to over 60 trillion tokens consumed monthly. In June…
Model subsidies are ending as flat-rate AI subscriptions prove unsustainable for agentic workloads, which consume up to 1,000 times more tokens than standard queries. Artificial Analysis' AA-Briefcase…
SemiAnalysis surveyed over 50 enterprises and found that widespread token overspending, as reported at Meta and Uber, is overstated and not representative of most organizations. Companies are now adop…
A new interactive dataset tracking historical memory and storage prices from 1960 to 2026 shows the lowest retail $/GB for DRAM, NAND flash, and HBM, with breakdowns by generation and accelerator cost…
The US grid cannot add capacity fast enough to meet surging datacenter power demand from AI labs and hyperscalers, driving behind-the-meter (BTM) solutions to power over half of new US datacenters by …
Micron Technology is set to report fiscal Q3 earnings after the close, with analysts expecting sales of $35.6 billion and adjusted EPS of $20.49, exceeding management's guidance. The memory chip maker…
The era of subsidized AI API usage is ending as platform providers like OpenAI and Anthropic face unsustainable losses, with OpenAI reporting a $38.53 billion net loss in 2025. Hardware costs, particu…
SGLang achieved a 5x throughput improvement for serving DeepSeek-V4 on NVIDIA GB300 hardware since its Day-0 launch, reaching ~11,200 tok/s/GPU at 50 tok/s/user through kernel and runtime optimization…
OpenAI reported $13.07 billion in revenue against $34 billion in costs and expenses in 2025, resulting in a net loss of $38.53 billion, according to financials seen by Ed Zitron. The losses, nearly ei…
A viral claim that half of 2026 US datacenter capacity is canceled is based on flawed data and uninformed forecasts, according to SemiAnalysis. The firm's own tracking shows only ~1% movement in hyper…
Rising AI token costs are forcing companies like Pylon to set usage caps, reversing the era of unlimited spending. Pylon CEO Marty Kausas faced a $1.4 million bill and now limits tokens for non-techni…
OpenAI's net loss soared from $5 billion in 2024 to $39 billion in 2025, according to audited financial figures. The company is considering shifting from flat-rate subscriptions to token-based billing…
Coinbase launched an MCP-based tool enabling AI agents to trade, pay for research, and purchase compute via the x402 protocol, initially for crypto with plans to expand to stocks and prediction market…
SemiAnalysis purchased every OpenAI and Anthropic subscription tier and maxed weekly usage with long-horizon coding and agent tasks, finding that a fully-used $200 ChatGPT Pro plan could cost OpenAI a…