GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips ...

ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and ...

The Qualcomm-Arm saga is epic and there is a new massive update in the case. This update contains evidence that Arm is changing its entire business model and moving to require licenses from OEMs. It ...

Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...

When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug ...

Meta’s capacity under construction just keeps accelerating. We show below Meta’s two largest campuses – these two pictures represent 2.5GW of capacity under construction! By the way, if you believed ...

The dawn of the AI era is here, and it is crucial to understand that the cost structure of AI-driven software deviates considerably from traditional software. Chip microarchitecture and system ...

The gold rush for AI infrastructure is creating huge opportunities for the companies supplying enabling technologies. Not everyone is an Nvidia in this infrastructure build out bonanza, there are many ...

Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard ...

Over the last year there has been an explosion in the number of pureplay GPU clouds. We kid you not - more than a dozen different firms’ equity or debt proposals have crossed our desks for this exact ...

Large generative AI models unlock massive value for the world, but the picture isn’t only roses. Costs for training for these civilization-redefining models have been ballooning at an incredible pace.