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
Intel 18a details & cost, future of dram 4f2 vs 3d, backside power adoption (or not), China's… Dylan Patel · SemiAnalysis ·Jul 21, 2025 · 16 min read · AI & Tech
Meta superintelligence - leadership compute, talent, and data Dylan Patel · SemiAnalysis ·Jul 11, 2025 · 15 min read · AI & Tech