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Semiconductor Industry
xAI’s Colossus 2 – First Gigawatt Datacenter In The World, …
Much has been written about xAI’s Colossus 1. The Memphis build belongs in the history books: the largest AI training cluster, erected from scratch in...
Semiconductor Industry
Another Giant Leap: The Rubin CPX Specialized Accelerator &…
Nvidia announced the Rubin CPX, a solution that is specifically designed to be optimized for the prefill phase, with the single-die Rubin CPX heavily...
Semiconductor Industry
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Pr…
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefit...
Semiconductor Industry
Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Tr…
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, ge...
Semiconductor Industry
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and R…
Frontier model training has pushed GPUs and AI systems to their absolute limits, making cost, efficiency, power, performance per TCO, and reliability...
Semiconductor Industry
GPT-5 Set the Stage for Ad Monetization and the SuperApp
To many power users (Pro and Plus), GPT5 was a disappointing release. But with closer inspection, the real release is focused on the vast majority of...
Semiconductor Industry
Scaling the Memory Wall: The Rise and Roadmap of HBM
The first portion of this report will explain HBM, the manufacturing process, dynamics between vendors, KVCache offload, disaggregated prefill decode,...
Semiconductor Industry
Robotics Levels of Autonomy
Robots have powered manufacturing for decades, yet they stayed single-purpose and thrived only in perfect settings. Previous attempts at intelligent m...
Semiconductor Industry
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backsid…
Long time readers will recall that SemiAnalysis covers more than just datacenters and AMD. Today we’re back to semiconductors with a tech-focused roun...
Semiconductor Industry
Meta Superintelligence – Leadership Compute, Talent, and Da…
Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite s...