📰 Semi Analysis

Intel's woes are behind them. The heavy spending is ahead of them. Why an equity issuance in a hot equity market could make Intel so much better sooner.

Day 0 Inference Performance, InferenceX, 100x performance improvement in 26 Days, Cost per Million Tokens, Huawei 950DT Inference Trace Analysis

The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration

Orbital Compute Model Launch

Why AI's increasing output is going to be one of the hardest economic measurement problems in history. AI "Dark Output" could end up being the majority of econo

Or: You don’t need access to Claude Mythos to spend $10,000 in an afternoon.

Amazon’s Bedrock Mix and Anthropic Deal Terms Combine to Show Greater Operating Leverage

Four-Phase 800VDC Transition, Power Rack Economics, SST, Equipment Content/MW Build, Supplier Implications

EDA Market size, Share, Business Models, Drivers, Changing Customer Base, Competitive Dynamics Across Synopsys, Cadence, and Siemens, China EDA, IP, Hardware, C

// OpenAI and AWS Partnerships, Tokenomics Explainer, Architecture Deep Dive, Datacenter Ramp, Technical Roadmap

Laying the Groundwork of the Current Chip Design Paradigm

A day in AI now feels like a year in any other industry. TSMC, Vera Rubin VR NVL72: V for Value

Hands On With GPT 5.5, Opus 4.7, DeepSeek V4, Why Benchmarks Are Bad, and Who’s Going To Win

Calculating Cluster TCO, The Real Impact of Downtime, The Grand Unifying Theory Of Goodput, and a ClusterMAX 2.1 Update

ISSCC 2026 Round-Up

GPU Rental Pricing Dashboard Launch

Microbenchmarking, tcgen05, 2SM MMA, UMMA, TMA, LDGSTS, UBLKCP, Speed of Light, Distributed Shared Memory, GPC Floorsweeps, SM Yield

Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner

Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,

Vera, Rubin, NVLink 6 Switch, ConnectX-9, BlueField-4, Spectrum-6, Seamless Cableless Compute Tray Design, Power Rack, VR NVL72 TCO and BoM

The Artist Known as InferenceMAX. GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang, vLLM, TRTLL

RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral Rapids,

Pricing doubles again, Supercycle is bigger, and could last longer than you think