Articles from newsletter.semianalysis.com

Articles from newsletter.semianalysis.com

Analysis: Colossus 2, one of the world's largest AI datacenters, will use as much water/year as 2.5 average In-N-Outs, assuming only drinkable water and burgers (newsletter.semianalysis.com)
4 days ago AI

Highlights from IEDM 2025: 3D NAND is suddenly relevant again, interconnect metals beyond copper are emerging, 2D materials that could replace silicon, and more (newsletter.semianalysis.com)
7 days ago

A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (newsletter.semianalysis.com)
10 days ago Apple

A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more (newsletter.semianalysis.com)
18 days ago

How AI labs are deploying on-site gas generators for power as the US electric grid struggles to keep pace with the growing demands of AI infrastructure (newsletter.semianalysis.com)
20 days ago AI

A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (newsletter.semianalysis.com)
2025-12-7 Amazon Budget

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
2025-12-1 Google AI Nvidia

A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip (newsletter.semianalysis.com)
2025-11-13 Microsoft AI GitHub

SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night (newsletter.semianalysis.com)
2025-10-11 AI

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