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Business
Anthropic strikes $3.4bn deal to generate gas-fired power for data centres
Anthropic has struck a $3.4bn deal to generate gas-fired power for data centres, according to recent business coverage.
Semianalysis
12 trends tracked about this subject — the full history, oldest to newest below.
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Business
Elon Is Doing It Again: SpaceX Will Be The World’s Biggest AI Cloud
SpaceX plans to build orbital data centers that could surpass terrestrial infrastructure by 2029.
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Business
Datacenters 2027: The Year of Acceleration, +50GW in a Single Year
US data center moratoriums exceed three hundred, yet impact remains surprisingly limited according to recent reports.
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Business
Anthropic Subscriptions Offer 5x+ More Value Than OpenAI
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Technology
Intel Panther Lake Teardown
Technical analyses and high-resolution die shots of Intel Panther Lake reveal the capabilities of the 18A process node.
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Business
The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar
Nvidia reveals Vera Rubin architecture delivering massive performance gains and shifting data center design.
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Business
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Nvidia’s Backstop Universe
Nvidia functions as a credit line for its buyers, prompting analyst dissection of its balance sheet.
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Business
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NVIDIA uses its own Vera CPU to build future CPUs and GPUs
NVIDIA is integrating its Vera CPU into the development cycle of its next-generation processors and graphics units to accelerate design speeds.
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Business
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Meta set to overtake Google’s frontier AI models in six months, SemiAnalysis says
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
Nvidia's reported delay of its next-gen AI rack system to 2028 is impacting Asian tech stocks and rival chipmakers.
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Technology
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Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
Analysis sparks debate over whether SMIC N+3 metal pitch is smaller than Intel 18A.