Submissions from semianalysis.com

		Can AMD Break the CUDA Moat? AMD Advancing AI 2026 (semianalysis.com)
		6 points by gmays 1 day ago \| past \| 2 comments
		Is SMIC N+3's Metal Pitch Smaller Than Intel 18A's? (semianalysis.com)
		2 points by rguiscard 5 days ago \| past \| discuss
		Meta's Infrastructure Team Needs a Culture Reset (semianalysis.com)
		4 points by allenleee 6 days ago \| past \| discuss
		The Future of Meta Superintelligence (semianalysis.com)
		1 point by shadowtree 18 days ago \| past
		The Future of Meta Superintelligence: A 1 Year Progress Update (semianalysis.com)
		4 points by mji 19 days ago \| past \| 1 comment
		Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake [ ] (semianalysis.com)
		3 points by swolpers 22 days ago \| past
		Nvidia Is Backstopping GPU Rentals for Neoclouds (semianalysis.com)
		5 points by shenli3514 22 days ago \| past \| 2 comments
		Meta Compute: Everyone Wants to Be a Neocloud (semianalysis.com)
		4 points by 01-_- 26 days ago \| past
		ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter (semianalysis.com)
		3 points by felixdoerp 26 days ago \| past
		TokenBudgeting: Our Conversations with Enterprises on Token Spend (semianalysis.com)
		1 point by rbanffy 26 days ago \| past
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		3 points by rbanffy 26 days ago \| past
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		2 points by rbanffy 27 days ago \| past
		TokenBudgeting: Our Conversations with Enterprises on Token Spend (semianalysis.com)
		1 point by felixdoerp 28 days ago \| past
		US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028? (semianalysis.com)
		36 points by felixdoerp 30 days ago \| past \| 79 comments
		AI Value Capture (semianalysis.com)
		3 points by nl 30 days ago \| past
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		10 points by pieterr 31 days ago \| past
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		3 points by ma2kx 31 days ago \| past
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		3 points by djfergus 33 days ago \| past \| 1 comment
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		4 points by rbanffy 33 days ago \| past
		Co-Packaged Optics (CPO) – Scaling with Light for the Next Wave of Interconnect (semianalysis.com)
		2 points by JumpCrisscross 34 days ago \| past
		CXMT is set to challenge DRAM incumbents (semianalysis.com)
		4 points by Flux159 35 days ago \| past \| 1 comment
		Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (semianalysis.com)
		2 points by alecco 39 days ago \| past
		Is SMIC N+3's Metal Pitch Smaller Than Intel 18A's? (semianalysis.com)
		3 points by hunglee2 44 days ago \| past
		Is SMIC N+3's Metal Pitch Smaller Than Intel 18A's? (semianalysis.com)
		2 points by notahan 44 days ago \| past
		Intel Should Raise Capital (semianalysis.com)
		2 points by JumpCrisscross 45 days ago \| past
		DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time (semianalysis.com)
		1 point by nsoonhui 49 days ago \| past
		China's Unitree Will Dominate Global Robotics (semianalysis.com)
		1 point by nanmu42 49 days ago \| past
		China's Unitree Will Dominate Global Robotics (semianalysis.com)
		6 points by DEDLINE 50 days ago \| past \| 1 comment
		The Case for Space Datacenters (semianalysis.com)
		10 points by davedx 52 days ago \| past \| 7 comments
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by arthurjj 55 days ago \| past
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