Browsing: SemiAnalysis

Technology

A look at Unitree’s growth strategy, which mimics those used by BYD and DJI, and leverages its dominance of quadruped robots to create and lead the humanoid market (SemiAnalysis)

By Stacey D. WallsJune 10, 2026

Semi-Analysis: A look at Unitree’s growth strategy, which mimics those used by BYD and DJI, and leverages its dominance of…

Technology

For what "Dark exit"The economic value generated by AI, which is currently invisible in national statistics, could be one of the most difficult measurement problems in history (SemiAnalysis)

By Stacey D. WallsMay 30, 2026

Semi-Analysis: Why “Dark Output,” the economic value generated by AI and currently invisible in national statistics, could be one of…

Technology

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks when scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

By Stacey D. WallsMarch 14, 2026

Featured Podcasts Big Tech Podcast: AI Backlash Intensifies, Nvidia GTC Preview, Embarrassing Meta Delay The Big Technology Podcast takes you…

Technology

Apple’s annual spending at TSMC increased 12-fold from $2 billion in 2014 to $24 billion in 2025, and once accounted for 25% of TSMC’s revenue (SemiAnalysis)

By Stacey D. WallsJanuary 11, 2026

Featured Podcasts Lenny’s podcast: What OpenAI and Google engineers learned from deploying more than 50 AI products into production Interviews…

Technology

A deep technical dive into Amazon’s Trainium3 accelerator, including its server SKU specifications, silicon design, power budget, and bill of materials (SemiAnalysis)

By Stacey D. WallsDecember 6, 2025

Featured Podcasts Big Tech Podcast: AI Device Wars heats up, RIP Metaverse?, Netflix acquires Warner Brothers The Big Technology Podcast…

Technology

SemiAnalysis launches InferenceMAX, an open source benchmark that automatically tracks LLM inference performance in AI models and frameworks every night (SemiAnalysis)

By Stacey D. WallsOctober 10, 2025

Semi-Analysis: SemiAnalysis Launches InferenceMAX, an Open Source Benchmark That Automatically Tracks LLM Inference Performance in AI Models and Frameworks Every…

Technology

An in-depth overview of the AWS underperformance at the time of the Genai, like Microsoft Azure and Google Cloud Gain Ground, and how Anthropic could trigger a resurgence AWS AI (Semianalysis)

By Stacey D. WallsSeptember 7, 2025

Semianalysis:: An in-depth overview of the AWS sub-performance at the time of the Genai, like Microsoft Azure and Google Cloud…

Technology

The AI agreements that the United States has concluded with the United Arab Emirates and Saudi Arabia strengthen its IA management, but raise security concerns that the United States can alleviate guarantees (semianalysis)

By Stacey D. WallsMay 18, 2025

Semianalysis:: The AI agreements that the United States has concluded with the United Arab Emirates and Saudi Arabia strengthen its…

Singapore police seize $42 million bungalow in Nvidia chip smuggling probe – The Diplomat

A sign of cautious reconciliation between Japan and South Korea – The Diplomat

Drug case on USS Ronald Reagan raises questions about off-base reach in Japan – The Diplomat

Rubio courts Tajikistan as Washington hunts for antimony – The Diplomat

UAE, Russia and the next phase of India’s defense export – The Diplomat

Jersey Mike’s IPO filings

Stock market gains will create new millionaires in 2025, according to UBS

Ford eyes level playing field with Toyota and GM imports under new USMCA

Automakers report mixed U.S. sales results as hybrids drive market

US auto industry faces uncertainty without USMCA extension

Trump fears no one will show up for his July 4 speech

Trump hands election to Democrats by holding midterm convention

Mike Johnson groans in defeat after SCOTUS overturns Trump on citizenship rights

House Democrats to force vote to cut Trump’s arms fund

Supreme Court condemns Republicans in midterms with ruling on mail-in voting

Emails leaked in court filing detail difficult exchanges between DOD’s Dario Amodei and Emil Michael and how Anthropic’s relationship with DOD deteriorated (Wall Street Journal)

Anthropic has launched development of a custom AI server chip and held preliminary discussions with Samsung on manufacturing the chip (Qianer Liu/The Information)

President Trump bought up to $5 million each in Broadcom, Meta, Amazon, Apple, Microsoft and Nvidia stock on July 23, the same day as his AI action plan (New York Times)

A survey of American adults found that 56% supported banning social media for those under 16, while 21% opposed it; majorities across demographic and partisan groups support a ban (Pew Research Center)

A draft EU proposal dated June 30 shows the bloc considering looser climate impact rules for gas-fired data centers, after intense lobbying from tech groups (Financial Times)

Browsing: SemiAnalysis

A look at Unitree’s growth strategy, which mimics those used by BYD and DJI, and leverages its dominance of quadruped robots to create and lead the humanoid market (SemiAnalysis)

For what "Dark exit"The economic value generated by AI, which is currently invisible in national statistics, could be one of the most difficult measurement problems in history (SemiAnalysis)

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks when scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

Apple’s annual spending at TSMC increased 12-fold from $2 billion in 2014 to $24 billion in 2025, and once accounted for 25% of TSMC’s revenue (SemiAnalysis)

A deep technical dive into Amazon’s Trainium3 accelerator, including its server SKU specifications, silicon design, power budget, and bill of materials (SemiAnalysis)

SemiAnalysis launches InferenceMAX, an open source benchmark that automatically tracks LLM inference performance in AI models and frameworks every night (SemiAnalysis)

An in-depth overview of the AWS underperformance at the time of the Genai, like Microsoft Azure and Google Cloud Gain Ground, and how Anthropic could trigger a resurgence AWS AI (Semianalysis)

The AI agreements that the United States has concluded with the United Arab Emirates and Saudi Arabia strengthen its IA management, but raise security concerns that the United States can alleviate guarantees (semianalysis)