Semianalysis
semianalysis.com
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Overview
Bridging the Gap Between business and the world’s most important industry. SemiAnalysis is an independent research and analysis company specializing in the Semiconductor and AI industries.
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SemiAnalysis (@SemiAnalysis_) on X
The @vllm_project maintainers at @inferact are some of the most cracked engineers in the world. They're building one of the inference engines that powers much of the world's intelligence-and doing so with remarkable dedication, kindness, and hard work.
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Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
Premium-priced "fast modes" are proving that users will pay more for lower latency and faster tokens, potentially yielding higher gross margins. Frontier AI labs such as OpenAI are therefore evaluating purpose-built inference systems, including Cerebras a
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SpaceX 10GW in 2027 - Why It's Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker
Elon Musk shocked the world, once again, when he announced on SpaceX's first earnings his Gigawatt ambitions for next year. He "conservatively" aims to build & deliver an incremental 6-8GW in 2027 alone, with potential for that number to be well above +10
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Gemini is Cooked but GCP is Cooking
On Wednesday, August 5th, Google announced a complete overhaul of DeepMind leadership. A quick recap:Demis Hassabis, DeepMind co-founder and former CEO, is no longer involved in day-to-day operations.Jeff Dean, former Google Chief Scientist and Gemini co-
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Kimi K3, The Manos, The Mythos, The Legendos
Kimi K3 took the world by storm at its announcement, sweeping leaderboards and establishing itself as the open frontier model. While the community is eager to understand how Kimi K3 works, many have been surprised by the unconventional techniques driving
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