Submissions from semianalysis.com

		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		1 point by yarapavan 3 days ago \| past \| discuss
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		2 points by myk-e 4 days ago \| past \| discuss
		Claude Code Is the Inflection Point (semianalysis.com)
		50 points by throwaw12 7 days ago \| past \| 29 comments
		Claude Code Is the Inflection Point (semianalysis.com)
		8 points by taubek 7 days ago \| past \| discuss
		Claude Code Is the Inflection Point (semianalysis.com)
		7 points by kakugawa 8 days ago \| past \| 3 comments
		From Tokens to Burgers: A Water Footprint Face-Off (AI Water Use) (semianalysis.com)
		1 point by atlasunshrugged 28 days ago \| past
		From Tokens to Burgers – A Water Footprint Face-Off (semianalysis.com)
		1 point by gmays 29 days ago \| past
		Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com)
		1 point by akyuu 30 days ago \| past
		"TSMC's U.S. Production Costs 2.4 Times Higher Than That in Taiwan" (semianalysis.com)
		11 points by cwwc 32 days ago \| past \| 2 comments
		Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com)
		2 points by GeekyBear 34 days ago \| past
		Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com)
		1 point by rbanffy 36 days ago \| past
		Apple-TSMC: The Partnership That Built Modern Semiconductors (semianalysis.com)
		10 points by klelatti 36 days ago \| past \| 1 comment
		How AI labs are solving the power problem (semianalysis.com)
		167 points by Symmetry 45 days ago \| past \| 258 comments
		AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive (semianalysis.com)
		3 points by klelatti 45 days ago \| past
		Robotics Levels of Autonomy (semianalysis.com)
		2 points by nowflux 56 days ago \| past
		Die Yield Calculator (semianalysis.com)
		2 points by gmays 61 days ago \| past
		MI300X vs. H100 vs. H200 Benchmark Part 1: Training (semianalysis.com)
		5 points by nl 69 days ago \| past
		AWS Trainium3 Deep Dive – A Potential Challenger Approaching (semianalysis.com)
		71 points by Symmetry 71 days ago \| past \| 24 comments
		Google: "We Have No Moat, and Neither Does OpenAI" (2023) (semianalysis.com)
		1 point by dotmanish 73 days ago \| past
		Google OCS Apollo: The >$3B Game-Changer in Datacenter Networking (2023) (semianalysis.com)
		2 points by smj-edison 73 days ago \| past
		TSMC Overseas Fabs – A Success? (semianalysis.com)
		1 point by emschwartz 75 days ago \| past
		TPUv7: Google Takes a Swing at the King (semianalysis.com)
		31 points by pella 78 days ago \| past \| 3 comments
		Scaling the Memory Wall: The Rise and Roadmap of HBM (semianalysis.com)
		1 point by kristianp 78 days ago \| past
		Microsoft's AI Strategy Deconstructed – From Energy to Tokens (semianalysis.com)
		1 point by nsoonhui 88 days ago \| past
		Nvidia Buys Illumina? The AI Foundry for Healthcare (semianalysis.com)
		3 points by gmays 3 months ago \| past \| 2 comments
		ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System (semianalysis.com)
		2 points by MasterScrat 3 months ago \| past
		America Is Missing the New Labor Economy (semianalysis.com)
		5 points by JumpCrisscross 3 months ago \| past \| 1 comment
		How to Kill 2 Monopolies with 1 Tool (semianalysis.com)
		4 points by JumpCrisscross 3 months ago \| past
		Substrate X-Ray Lithography, a New American Foundry (semianalysis.com)
		2 points by jrk 3 months ago \| past
		How to Kill 2 Monopolies with 1 Tool (X-ray lithography) (semianalysis.com)
		5 points by allenrb 3 months ago \| past
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