newsletter.semianalysis.com·publisher·11 items·last fetched —
SemiAnalysis: A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-weight models — OpenAI's self-designed ASIC…
SemiAnalysis: With each successive era of AI, from early scaling, to reasoning, to agentic, open models have taken half as long to catch up to the first closed model — Comparing open vs. closed models across the…
SemiAnalysis: Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate — Inference at 100B/GW/year, SpaceX's…
SemiAnalysis: Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute — GCP YoY rev growth >100%, DeepMind's…
SemiAnalysis: Meta's infrastructure teams have become bloated, leading to poor decisions like troubled Rivos acquisition, loss of supplier trust due to hardware pivots, more — Meta Infrastructure has become…
SemiAnalysis: A look at Meta Superintelligence Labs' growth in the past year, including a top-tier RL environment and compute ramp that could catch up to Anthropic and OpenAI — A top tier RL environment startup…
Jeremie Eliahou Ontiveros / SemiAnalysis: Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal — Zuck Takes…
Gergely Orosz / The Pragmatic Engineer: An in-depth look at Meta's AI-fueled rampage through its engineering organization, reassignments of engineers on core teams to data labeling, and more — Leadership at the…
SemiAnalysis: A look at Unitree's growth strategy, which mimics those used by BYD and DJI, and leverages its quadruped robot dominance to create and lead the humanoid market — The Fastest Iteration Cycle In…
Daniel Nishball / SemiAnalysis: A deep dive into the case for data centers in space, as SpaceX prepares to go public: Elon Musk's claims, the wider debate, power supply issues, costs, and more — Space DC Total…
SemiAnalysis: Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history — Why AI's increasing…