Submissions from semianalysis.com

		Google: "We Have No Moat, and Neither Does OpenAI" (2023) (semianalysis.com)
		1 point by dotmanish 19 hours ago \| past \| discuss
		Google OCS Apollo: The >$3B Game-Changer in Datacenter Networking (2023) (semianalysis.com)
		2 points by smj-edison 1 day ago \| past \| discuss
		TSMC Overseas Fabs – A Success? (semianalysis.com)
		1 point by emschwartz 3 days ago \| past \| discuss
		TPUv7: Google Takes a Swing at the King (semianalysis.com)
		31 points by pella 5 days ago \| past \| 3 comments
		Scaling the Memory Wall: The Rise and Roadmap of HBM (semianalysis.com)
		1 point by kristianp 5 days ago \| past \| discuss
		Microsoft's AI Strategy Deconstructed – From Energy to Tokens (semianalysis.com)
		1 point by nsoonhui 16 days ago \| past
		Nvidia Buys Illumina? The AI Foundry for Healthcare (semianalysis.com)
		3 points by gmays 24 days ago \| past \| 2 comments
		ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System (semianalysis.com)
		2 points by MasterScrat 27 days ago \| past
		America Is Missing the New Labor Economy (semianalysis.com)
		5 points by JumpCrisscross 30 days ago \| past \| 1 comment
		How to Kill 2 Monopolies with 1 Tool (semianalysis.com)
		4 points by JumpCrisscross 32 days ago \| past
		Substrate X-Ray Lithography, a New American Foundry (semianalysis.com)
		2 points by jrk 34 days ago \| past
		How to Kill 2 Monopolies with 1 Tool (X-ray lithography) (semianalysis.com)
		5 points by allenrb 35 days ago \| past
		Nanoimprint Lithography: Stop Saying It Will Replace EUV (semianalysis.com)
		2 points by cpard 38 days ago \| past
		InferenceMAX: LLM Inference Daily Benchmarks (semianalysis.com)
		3 points by walterbell 55 days ago \| past
		InferenceMAX: Open-Source Inference Benchmarking (semianalysis.com)
		4 points by pella 55 days ago \| past \| 1 comment
		XAI's Colossus 2 – First Gigawatt Datacenter in the World (semianalysis.com)
		1 point by rbanffy 72 days ago \| past
		XAI's Colossus 2 – First Gigawatt Datacenter in the World (semianalysis.com)
		17 points by rbanffy 73 days ago \| past \| 2 comments
		XAI likely first AI company with Gigawatt plus campus (semianalysis.com)
		9 points by danielcampos93 78 days ago \| past
		Another Giant Leap: The Rubin CPX Specialized Accelerator and Rack (semianalysis.com)
		3 points by rbanffy 81 days ago \| past
		New Prefill Specialised GPU – Nvidia Rubin CPX (semianalysis.com)
		5 points by gchadwick 84 days ago \| past
		Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com)
		2 points by naves 87 days ago \| past
		Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com)
		4 points by rbanffy 3 months ago \| past
		Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com)
		9 points by mfiguiere 3 months ago \| past
		Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Data (semianalysis.com)
		2 points by rahimnathwani 3 months ago \| past
		H100 vs. GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis (semianalysis.com)
		1 point by rbanffy 3 months ago \| past
		GPT-5 Set the Stage for Ad Monetization and the SuperApp – SemiAnalysis (semianalysis.com)
		3 points by rbanffy 3 months ago \| past
		GPT5 potentially will monetize free users (semianalysis.com)
		1 point by themule 3 months ago \| past
		GPT-5 Set the Stage for Ad Monetization (semianalysis.com)
		7 points by 9cb14c1ec0 3 months ago \| past \| 3 comments
		Scaling the Memory Wall: The Rise and Roadmap of HBM – SemiAnalysis (semianalysis.com)
		3 points by rbanffy 3 months ago \| past
		Robotics Levels of Autonomy – SemiAnalysis (semianalysis.com)
		2 points by rbanffy 4 months ago \| past
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