Open-source AI models are catching up to closed frontier models twice as fast with each generation, according to a SemiAnalysis analysis that found open models now match closed models on coding and ag…
SemiAnalysis, a semiconductor and AI research firm with 85 team members and 280,000 subscribers, presented 'From Fab to Token' at a conference, detailing the state of the AI hardware market. The prese…
Renting Nvidia's H100 GPU climbed roughly 40% between October 2025 and March 2026, with average rates jumping from $1.70 to $2.35 per GPU-hour, according to data from SemiAnalysis. On-demand H100 capa…
ByteDance's Seedance 2.5 and MiniMax's H3, released on the same day two weeks ago, have propelled China to dominate the AI video race, with nine of the top 10 text-to-video systems on Artificial Analy…
Elon Musk told SpaceX employees that AI revenue could exceed the company's other revenue lines as early as September and reach $300 billion to $500 billion annually if 10 GW of AI compute is online by…
Anthropic's Claude Code pricing in August 2026 shows the same tokens and model costing up to 40x more depending on whether users buy seats or pay per token, according to a report by Pragmatic Engineer…
Micron Technology Inc. shares plunged 28.7% in July after a 600% gain over 12 months, then jumped 10% in a single day in early August, reflecting investor uncertainty about the AI memory trade. The co…
TileRT's persistent engine on NVIDIA GPUs achieves up to 500 tokens/s/user on the InferenceX GLM5 FP8 744B benchmark on a single B200 decode server, approximately 3× faster than GB300 NVL72 running tr…
Sail Research has open-sourced HTDYM (How To Deploy Your Model), an internal performance modeling infrastructure that helps determine the optimal hardware and sharding configuration for serving large …
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's sto…
Runware, the AI inference startup founded by Flaviu Radulescu and Ioana Hreninciuc, launched Sonic Inference Pods, modular data centers in 20-foot shipping containers that pack about 1,200 GPUs and on…
Google has open-sourced TPU Raiden, an inference optimization library for KV-cache transfer in large language model serving, under the Apache-2.0 license on GitHub, positioning it as a direct counterp…
SpaceX aims to build and deliver 6-8GW of AI datacenter capacity in 2027, potentially exceeding 10GW, which could generate $300-500B in capex and $300B in annual recurring revenue for SpaceX, accordin…
Google announced on August 5th a complete overhaul of DeepMind leadership, with co-founder Demis Hassabis stepping back from day-to-day operations and former Google Chief Scientist Jeff Dean leaving t…
A Bloomberg analysis of nodal wholesale prices, built on data from Grid Status, found spots where wholesale electricity cost as much as 267% more in April 2025 than five years earlier, with more than …
Nvidia is expanding into AI infrastructure financing by providing minimum revenue guarantees to neocloud operators, a move that positions the company as both supplier and financier. According to resea…
AMD's Instinct MI355X GPUs now run Moonshot AI's 2.8-trillion-parameter Kimi K3 model at 952 tokens per second per node, undercutting Nvidia's B300 on cost per token despite Nvidia's 1.65x raw through…
OpenAI grew annualized run-rate revenue from $6B to $20B in 2025 and reached $24B in March, while Anthropic grew from $1B to $14B over the same period and hit $47B in May, rates described as 'never be…
Modular construction has become the default playbook for building datacenters, with SemiAnalysis tracking over 61GW of modular capacity across 1,000+ sites and estimating modular penetration will reac…
SemiAnalysis reported on 5 February 2026 that Claude Code authored 4% of GitHub public commits, projecting it will exceed 20% of daily commits by end of 2026. Ryan Dahl, creator of Node.js, stated 'th…