A SemiAnalysis experiment reveals that a fully maxed-out ChatGPT Pro subscription would cost $14,000 a month at API pricing, while users pay only $200. The business model relies on most subscribers un…
At AMD's Advancing AI event, CEO Lisa Su claimed outright leadership across CPUs, GPUs, rack-scale performance, memory capacity, network bandwidth and tokens per dollar, raising the stakes beyond the …
Ed Zitron, an AI industry critic, told MacRumors that Apple will 'watch everything burn' when the AI bubble bursts, arguing that the economics of large language models are fundamentally broken. Zitron…
AMD has a great chance of breaking Nvidia's CUDA software moat in AI accelerators, according to SemiAnalysis, which upgraded its outlook from zero to non-zero to now a strong probability of success, c…
GPU utilization across production Kubernetes clusters averages just 5%, yet half of GPU cloud providers surveyed by SemiAnalysis report being completely sold out of H100 and H200 capacity, according t…
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…
Meta Platforms Inc.'s infrastructure team requires a cultural reset due to bloated management, over-engineered solutions, and political decision-making that have led to expensive missteps, including a…
Meta is reportedly negotiating to lease roughly $10 billion of its AI computing power to rival Anthropic, a deal that would make Mark Zuckerberg's company a landlord for one of its fiercest competitor…
Meta is in advanced negotiations to lease computing power to Anthropic in a deal that may reach $10 billion over two years, according to a July 2 report from SemiAnalysis. The arrangement would turn M…
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…
Local opposition groups to US data center projects surged to 430 from 76 since 2025, with opponents blocking or delaying at least 75 projects worth $130 billion in early 2026, as community acceptance …
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…