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 ...

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 ...

Update June 1: The day after we published, Anthropic released Opus 4.8 and “ultracode” mode in Claude Code. Our preliminary experiments indicate that together these are significantly better at ...

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 ...

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 ...

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.

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 ...

This week we were fortunate enough to attend AMD’s 4th generation Genoa server launch event. For those more concerned about volumes, ASPs, and revenue, check out our deep dive report here.

Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...

R1 got an update as DeepSeek continued to scale RL after release. This resulted in the model improving in many domains, particularly coding. This continuous development and improvement is a hallmark ...