Are AI Datacenters Increasing Electric Bills for American Households? Dylan Patel · SemiAnalysis ·Mar 3, 2026 · 24 min read
Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon Dylan Patel · SemiAnalysis ·Feb 25, 2026 · 70 min read
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX Dylan Patel · SemiAnalysis ·Feb 16, 2026 · 57 min read
CPUs are Back: The Datacenter CPU Landscape in 2026 Dylan Patel · SemiAnalysis ·Feb 9, 2026 · 50 min read
Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom Dylan Patel · SemiAnalysis ·Feb 6, 2026 · 15 min read
From Tokens to Burgers: A Water Footprint Face-Off Dylan Patel · SemiAnalysis ·Jan 15, 2026 · 12 min read
Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More Dylan Patel · SemiAnalysis ·Jan 13, 2026 · 22 min read
Apple-TSMC: The Partnership That Built Modern Semiconductors Dylan Patel · SemiAnalysis ·Jan 8, 2026 · 23 min read
RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures Dylan Patel · SemiAnalysis ·Jan 6, 2026 · 29 min read
Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect Dylan Patel · SemiAnalysis ·Jan 1, 2026 · 112 min read
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive Dylan Patel · SemiAnalysis ·Dec 30, 2025 · 37 min read
AWS Trainium3 Deep Dive | A Potential Challenger Approaching Dylan Patel · SemiAnalysis ·Dec 4, 2025 · 79 min read
Microsoft's AI Strategy Deconstructed - From Energy to Tokens Dylan Patel · SemiAnalysis ·Nov 12, 2025 · 29 min read
ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System Dylan Patel · SemiAnalysis ·Nov 6, 2025 · 216 min read
Nanoimprint Lithography: Stop Saying It Will Replace EUV Dylan Patel · SemiAnalysis ·Oct 26, 2025 · 16 min read
Quadruped State of The Market - Unitree, Boston Dynamics, ANYbotics, DEEP Robotics, and The Rising Application Ecosystem Dylan Patel · SemiAnalysis ·Oct 20, 2025 · 24 min read
InferenceMAX™: Open Source Inference Benchmarking Dylan Patel · SemiAnalysis ·Oct 9, 2025 · 46 min read
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack Dylan Patel · SemiAnalysis ·Sep 10, 2025 · 31 min read
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck Dylan Patel · SemiAnalysis ·Sep 8, 2025 · 27 min read
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion Dylan Patel · SemiAnalysis ·Sep 3, 2025 · 12 min read
H100 vs GB200 NVL72 Training Benchmarks - Power, TCO, and Reliability Analysis, Software Improvement Over Time Dylan Patel · SemiAnalysis ·Aug 19, 2025 · 17 min read
GPT-5 Set the Stage for Ad Monetization and the SuperApp Dylan Patel · SemiAnalysis ·Aug 12, 2025 · 13 min read
Scaling the Memory Wall: The Rise and Roadmap of HBM Dylan Patel · SemiAnalysis ·Aug 11, 2025 · 23 min read
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, and More Dylan Patel · SemiAnalysis ·Jul 21, 2025 · 16 min read
Meta Superintelligence - Leadership Compute, Talent, and Data Dylan Patel · SemiAnalysis ·Jul 11, 2025 · 15 min read
