AI value capture - the shift to model labs Dylan Patel · SemiAnalysis ·Apr 30, 2026 · 27 min read · AI & Tech
The coding assistant breakdown: More tokens please Dylan Patel · SemiAnalysis ·Apr 24, 2026 · 28 min read · AI & Tech
How much do gpu clusters really cost? Dylan Patel · SemiAnalysis ·Apr 20, 2026 · 40 min read · AI & Tech
ISSCC 2026: Nvidia & Broadcom CPO, HBM4 & LPDDR6, TSMC active LSI, logic-based SRAM, UCIe-S and more Dylan Patel · SemiAnalysis ·Apr 15, 2026 · 45 min read · AI & Tech
The great gpu shortage – rental capacity – launching our h100 1 year rental price index Dylan Patel · SemiAnalysis ·Apr 1, 2026 · 18 min read · AI & Tech
Dissecting Nvidia blackwell - tensor cores, ptx instructions, sass, floorsweep, yield Dylan Patel · SemiAnalysis ·Mar 31, 2026 · 19 min read · AI & Tech
Nvidia – the inference kingdom expands Dylan Patel · SemiAnalysis ·Mar 23, 2026 · 28 min read · AI & Tech
Are AI datacenters increasing electric bills for American households? Dylan Patel · SemiAnalysis ·Mar 3, 2026 · 24 min read · AI & Tech
Vera rubin – extreme co-design: An evolution from grace blackwell oberon Dylan Patel · SemiAnalysis ·Feb 25, 2026 · 70 min read · AI & Tech
InferenceX v2: Nvidia blackwell vs Amd vs hopper - formerly InferenceMAX Dylan Patel · SemiAnalysis ·Feb 16, 2026 · 57 min read · AI & Tech
Cpus are back: The datacenter cpu landscape in 2026 Dylan Patel · SemiAnalysis ·Feb 9, 2026 · 50 min read · AI & Tech
Memory mania: How a once-in-four-decades shortage is fueling a memory boom Dylan Patel · SemiAnalysis ·Feb 6, 2026 · 15 min read · AI & Tech
Claude code is the inflection point Dylan Patel · SemiAnalysis ·Feb 5, 2026 · 16 min read · AI & Tech
Tpuv7: Google takes a swing at the king Dylan Patel · SemiAnalysis ·Nov 28, 2025 · 47 min read · AI & Tech
Microsoft's AI strategy deconstructed - from energy to tokens Dylan Patel · SemiAnalysis ·Nov 12, 2025 · 29 min read · AI & Tech
ClusterMAX™ 2.0: The industry standard gpu cloud rating system Dylan Patel · SemiAnalysis ·Nov 6, 2025 · 216 min read · AI & Tech
How to kill 2 monopolies with 1 tool Dylan Patel · SemiAnalysis ·Oct 29, 2025 · 16 min read · AI & Tech
Nanoimprint lithography: Stop saying it will replace euv Dylan Patel · SemiAnalysis ·Oct 26, 2025 · 16 min read · AI & Tech
Quadruped state of the market - unitree, Boston dynamics, anybotics, deep robotics, and the rising… Dylan Patel · SemiAnalysis ·Oct 20, 2025 · 24 min read · AI & Tech
InferenceMAX™: Open source inference benchmarking Dylan Patel · SemiAnalysis ·Oct 9, 2025 · 46 min read · AI & Tech
Another giant leap: The rubin cpx specialized accelerator & rack Dylan Patel · SemiAnalysis ·Sep 10, 2025 · 31 min read · AI & Tech
Huawei ascend production ramp: Die banks, tsmc continued production, hbm is the bottleneck Dylan Patel · SemiAnalysis ·Sep 8, 2025 · 27 min read · AI & Tech
Amazon’s AI resurgence: Aws & Anthropic's multi-gigawatt trainium expansion Dylan Patel · SemiAnalysis ·Sep 3, 2025 · 12 min read · AI & Tech
H100 vs gb200 nvl72 training benchmarks - power, tco, and reliability analysis, software… Dylan Patel · SemiAnalysis ·Aug 19, 2025 · 17 min read · AI & Tech
Gpt-5 set the stage for ad monetization and the SuperApp Dylan Patel · SemiAnalysis ·Aug 12, 2025 · 13 min read · AI & Tech
Scaling the memory wall: The rise and roadmap of hbm Dylan Patel · SemiAnalysis ·Aug 11, 2025 · 23 min read · AI & Tech
