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61.
▲
Intel Emerald Rapids Backtracks on Chiplets – Design, Performance and Cost
semianalysis.com
1 comment
3 years ago
rbanffy
11 points
62.
▲
The Great AI Silicon Shortage
newsletter.semianalysis.com
discuss
3 months ago
akyuu
11 points
63.
▲
Huawei AI CloudMatrix 384 – China's Answer to Nvidia GB200 NVL72 – SemiAnalysis
semianalysis.com
discuss
a year ago
rbanffy
11 points
64.
▲
The Case for Space Datacenters
newsletter.semianalysis.com
7 comments
16 days ago
davedx
10 points
65.
▲
Intel on the Brink of Death
semianalysis.com
2 comments
2 years ago
viewtransform
10 points
66.
▲
Are AI Datacenters Increasing Electric Bills for American Households?
newsletter.semianalysis.com
1 comment
4 months ago
2bluesc
10 points
67.
▲
Apple-TSMC: The Partnership That Built Modern Semiconductors
newsletter.semianalysis.com
1 comment
5 months ago
klelatti
10 points
68.
▲
Nvidia GTC 2025 – Built for Reasoning, Vera Rubin, Kyber, Jensen Math, Feynman
semianalysis.com
discuss
a year ago
nabla9
10 points
69.
▲
Microsoft and the largest infrastructure buildout in human history
semianalysis.com
discuss
3 years ago
itsJaydev
10 points
70.
▲
China and USA Are Officially at Economic War
semianalysis.com
discuss
4 years ago
11thEarlOfMar
10 points
71.
▲
Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing
semianalysis.com
5 comments
3 years ago
tim_sw
9 points
72.
▲
China AI and Semiconductors Rise: US Sanctions Have Failed
semianalysis.com
3 comments
3 years ago
themgt
9 points
73.
▲
XAI likely first AI company with Gigawatt plus campus
semianalysis.com
discuss
9 months ago
danielcampos93
9 points
74.
▲
Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion
semianalysis.com
discuss
10 months ago
mfiguiere
9 points
75.
▲
Zen 4c: AMD’s Response to Hyperscale ARM and Intel Atom
semianalysis.com
discuss
3 years ago
rbanffy
9 points
76.
▲
AMD MI300 Ramp, GPT-4 Performance, Asp and Volumes
semianalysis.com
1 comment
3 years ago
rbanffy
8 points
77.
▲
Claude Code Is the Inflection Point
newsletter.semianalysis.com
discuss
5 months ago
taubek
8 points
78.
▲
DeepSeek Debates: Chinese Leadership on Cost, True Training Cost
semianalysis.com
discuss
a year ago
breadwinner
8 points
79.
▲
Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing
semianalysis.com
discuss
3 years ago
rbanffy
8 points
80.
▲
Why America Will Lose Semiconductors
semianalysis.com
discuss
4 years ago
dlcmh
8 points
81.
▲
Claude Code Is the Inflection Point
newsletter.semianalysis.com
3 comments
5 months ago
kakugawa
7 points
82.
▲
GPT-5 Set the Stage for Ad Monetization
semianalysis.com
3 comments
10 months ago
9cb14c1ec0
7 points
83.
▲
DeepSeek Debates: Chinese Leadership on Cost, Closed Model Margin Impacts
semianalysis.com
1 comment
a year ago
mfiguiere
7 points
84.
▲
Intel on the Brink of Death
semianalysis.com
1 comment
a year ago
gradus_ad
7 points
85.
▲
Rebuilding Intel
semianalysis.com
1 comment
3 years ago
SkyMarshal
7 points
86.
▲
Zen 4c: AMD’s Response to Hyperscale ARM and Intel Atom
semianalysis.com
1 comment
3 years ago
paulmd
7 points
87.
▲
AMD 2.0 – New Sense of Urgency, MI450X Chance to Beat Nvidia, Nvidia's New Moat
semianalysis.com
discuss
a year ago
elorant
7 points
88.
▲
DeepSeek Debates: Chinese Leadership on Cost, True Training Cost
semianalysis.com
discuss
a year ago
doener
7 points
89.
▲
OpenAI Is Doomed? – Et Tu, Microsoft?
semianalysis.com
discuss
2 years ago
arittr
7 points
90.
▲
Deciphering Latest Restrictions on AI and Semiconductor Manufacturing
semianalysis.com
discuss
3 years ago
klelatti
7 points
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