xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
tech
SemiAnalysis
semianalysis.com10 latest articles from SemiAnalysis
Sorted by most recently published
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
tech
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
tech
Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
tech
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
tech
GPT-5 Set the Stage for Ad Monetization and the SuperApp
tech
Scaling the Memory Wall: The Rise and Roadmap of HBM
tech
Robotics Levels of Autonomy
tech
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
tech
Meta Superintelligence – Leadership Compute, Talent, and Data
tech