Nvidia's Vera Rubin NVL72 delivers 5.4x performance per megawatt and 5x performance per dollar over GB200 NVL72 on DeepSeek R1 inference, according to early engineering samples from CoreWeave. The sec…
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's AI division, Meta Superintelligence (MSL), has made significant progress in the past year following a rebuild after the Llama 4 failure, with advantages in data, talent, and compute that positi…
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 GPU debt backstop is enabling a multi-trillion-dollar AI credit market, with over $7 trillion in debt projected by 2029 to finance AI compute buildouts. The AI Project Trinity—capital, offtak…
Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, and Microsoft disclosed advanced packaging technologies at ECTC 2026, including Intel's EMIB-T with 36/35 µm bump pitch and plans for 25 µ…
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…
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 …
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…
China's CXMT, the country's leading DRAM manufacturer, is set to go public on the STAR Market in what could be the largest semiconductor IPO in China. Founded by Zhu Yiming, the company has leveraged …
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…
Anthropic CEO Dario Amodei said reinforcement learning shows the same log-linear scaling as pre-training, but RL system efficiency is critical to afford enough training. Experiments on open models sho…
DeepSeek v4, an open-source model from a Chinese lab, achieved a 100x performance improvement on AMD hardware within 26 days of its Day 0 release, driven by the AMD SGLang engineering team. The Infere…
Chinese robotics firm Unitree is on track to ship its 10,000th humanoid robot in the coming weeks, tripling revenues year-over-year on 60% gross margins while pricing its flagship G1 humanoid at $27,3…
Space datacenters could become economically viable by the late 2030s, according to a new analysis of orbital compute costs. SpaceX has stated plans to launch 100 gigawatts of compute to space annually…
A new economic measurement problem called "AI Dark Output" threatens to obscure the majority of AI-generated economic activity, as national statistics fail to capture value produced by artificial inte…
A compiler engineer at SemiAnalysis spent over $10,000 in a single afternoon running AI agents to fuzz NVIDIA's closed-source ptxas compiler, uncovering approximately 80 miscompilation bugs in three d…
Amazon Web Services' operating margins rose 213 basis points quarter-over-quarter, driven by customer spending on Anthropic's Claude through the Bedrock platform, while competitors like Azure, Google …
Cerebras Systems has secured a 750MW compute deal with OpenAI, positioning the company for its upcoming IPO as demand for fast token generation surges. The wafer-scale chip maker's speed advantages, p…
The semiconductor industry faces a bottleneck in chip design as AI demand drives increasing complexity, compressed timelines, and a shrinking engineering workforce. Verification now consumes up to 70%…