🏢 SemiAnalysis

The items that name it 47

• [AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?
  article2026-10-31
• [AINews] Building AIE CODE: The top Coding Agent Conference
  article2026-10-30
• [AINews] Gemini 4 Carbon tops leaderboards, launches for cyber defenders
  article2026-10-29
• [AINews] Anthropic ends Coding Interviews: "Hunger beats tenure"
  article2026-10-28
• [AINews] Anthropic files for $2T IPO in 2 weeks: 1400% growth rate, 48% of revenue through cloud partners, 85% margin, $1B op profit in Q2, $134B cash in bank and $10B lifetime burn
  article2026-10-27
• SemiAnalysis (@SemiAnalysis_) on X
  thread2026-10-25
• Amazon’s Trainium Takes a Strike at the Training King
  article2026-10-23
• [AINews] Black October
  article2026-10-23
• Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO
  talk2026-10-22
• Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO
  talk2026-10-22
• [AINews] OpenAI’s Patch the Planet program is 1 of 2 parties to discover PHP2Shell vulnerabilities in core PHP affecting 70% of the web, using GPT-5.6 Sol; coordinated response over 2 months
  article2026-10-22
• [AINews] OpenAI’s Patch the Planet program is 1 of 2 parties to discover PHP2Shell vulnerabilities in core PHP affecting 70% of the web, using GPT-5.6 Sol; coordinated response over 2 months
  article2026-10-22
• The Huawei-DeepSeek Symbiosis
  article2026-10-21
• SemiAnalysis (@SemiAnalysis_) on X
  thread2026-10-21
• [AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback
  article2026-10-21
• [AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback
  article2026-10-21
• The Programmable Data Center — Evan Conrad, SF Compute
  talk2026-10-20It is written here as SemiAnalysis (working on better standards and initiating coverage of compute markets).

  working on better standards and initiating coverage of compute markets

• The Programmable Data Center — Evan Conrad, SF Compute
  other2026-10-20
• [AINews] not much happened today
  article2026-10-20
• [AINews] not much happened today
  article2026-10-20
• Datacenters 2027: The Year of Acceleration, +50GW in a Single Year
  article2026-10-19
• [AINews] High Taste Testers Ep. 1
  article2026-10-17
• [AINews] High Taste Testers Ep. 1
  article2026-10-17
• [AINews] Agents disprove Polysemanticity; greatly improve Interpretability & Alignment
  article2026-10-16
• [AINews] Modal’s $1B ARR, $16B Series D makes it NYC’s newest AI Infra Decacorn, 3x usage and 3x valuation in 5 months, 15x in 1 yr
  article2026-10-15
• [AINews] TypeSafe/Jev at >$100M ARR, $7.5B valuation 3 weeks after launch
  article2026-10-10
• [AINews] not much happened today
  article2026-10-08
• Beijing Will Not Pace the Frontier: China’s Speed-First AI Safety Regime
  article2026-10-08
• [AINews] Quasi-Riemann-Hypothesis: OpenAI publishes 722 math papers solving 90 of the top 500 open math problems; “the most significant moment” in >100 years of mathematics
  writeup2026-10-07
• Anthropic Subscriptions Offer 5x+ More Value Than OpenAI
  article2026-10-06
• [AINews] Reflection Beam - 501B-A23B American Open Model
  article2026-10-06
• [AINews] not much happened today
  article2026-10-03
• [AINews] Gemini 4 Argon: GDM’s answer to Astra/Fable, with 1M output
  article2026-10-01
• How GLM5.3 Sparse Attention Affects HBM Memory Usage
  article2026-09-28
• The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
  article2026-09-25
• [AINews] Meta Connect 2026: Muse glasses, voice, video, and Charm
  writeup2026-09-24
• ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns
  article2026-09-23
• Computation and Data Movement for Inference
  article2026-09-21
• Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading
  article2026-09-18
• Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree
  article2026-09-15
• Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar
  article2026-09-14
• A Brain Too Big to Carry — On-Device vs Datacenter Inference
  article2026-09-14
• Long Live the Short King: Why 4-hi HBM Wins
  article2026-09-13
• Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses?
  article2026-09-11
• Open-Source AI & Open Models Reading List
  article2026-09-11
• TPU Inference Externalization Full Steam Ahead - InferenceX
  article2026-09-07
• Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses
  article2026-09-01