SemiAnalysis (@SemiAnalysis

SemiAnalysis

2,445 posts

SemiAnalysis

@SemiAnalysis_

Joined January 2024

SemiAnalysis
@SemiAnalysis_
4m
GPU Racks hitting 400kW? Legacy data centers wont be able to handle it and the grid WILL get throttled. Radiant's 12 month, dirt to AI production, was made possible by bypassing the grid. Head of Infrastructure, Patrick Wohlschlegel tells @JordanNanos
1.3K
SemiAnalysis
@SemiAnalysis_
4h
Intel Should Raise Capital Intel's woes are behind them. The heavy spending is ahead of them. Why an equity issuance in a hot equity market could make Intel so much better sooner.
Intel Should Raise Capital
From newsletter.semianalysis.com
72K
SemiAnalysis
@SemiAnalysis_
18h
SLOP ALERT: Claude Code UI is complete slop. In the in-app file tree, when u click on a .png, it opens it as a base64-encoded file instead of rendering the image. We’d rather Anthropic not release the desktop app than release an L desktop App. Tons of bugs.
45K
SemiAnalysis
@SemiAnalysis_
22h
Replying to @SemiAnalysis_
Obviously this is way worse than API overall. However, explicitly nerfing subscriptions leads to huge public backlash, and the rapidly falling cost of intelligence means you'll be able to profitably serve Opus 4.8 level models for $20/month in the near future. We therefore think
121K
SemiAnalysis
@SemiAnalysis_
22h
Replying to @SemiAnalysis_
The margin on a subscription plan is a function of the average utilization. If we assume both companies have 75% API gross margins, this results in the following subscription margins. (3/4)
178K
SemiAnalysis
@SemiAnalysis_
22h
Replying to @SemiAnalysis_
Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found
1.9M
SemiAnalysis
@SemiAnalysis_
22h
What's the better business model for an AI lab, subscription or API? (1/4)🧵
112K
SemiAnalysis
@SemiAnalysis_
Jun 10
DeepSeek is going heavy-asset. On June 9, the company posted an opening for IDC planning engineers, a role explicitly scoped to the design and delivery of MW-to-GW scale infrastructure. It follows April's hiring of data center O&M engineers in Ulanqab, Inner Mongolia. Taken
100K
SemiAnalysis
@SemiAnalysis_
Jun 10
Replying to @SemiAnalysis_
Full breakdown with Jordan Nanos (@JordanNanos), Jeremie Eliahou Ontiveros (@JeremieEO), Joey Brookhart (@SaasquatchC), and Crystal Huang (@egg1459) on SemiAnalysis Weekly:
18K
SemiAnalysis
@SemiAnalysis_
Jun 10
AI market beat 2025 expectations by massive margins. But here's what's wild about the composition of this beat.
00:00
23K
SemiAnalysis
@SemiAnalysis_
Jun 10
HISTORY LESSON: In 1968 the US, USSR, UK, France, and China signed the Nuclear Non-Proliferation Treaty, declaring nuclear weapons too dangerous for any more countries to build. All five already had them. Everyone else had to submit to inspections while the cohort pinky-promised
NomoreID
@Hangsiin
Jun 9
When Fable 5 is used for frontier LLM development, it does not notify the user and instead limits the model’s capabilities through methods such as prompt modification, steering vectors, and PEFT. Anthropic estimated that this would affect approximately 0.03% of traffic.
193K
SemiAnalysis
@SemiAnalysis_
Jun 10
Replying to @SemiAnalysis_
And every next-gen win in inference is a datacenter win. CPO, copper backplanes, NVL scale-up domains, better pJ/bit, better perf/watt — none of that ships in a laptop chassis. The steel mill gets cheaper per ton every year. The village furnace can only get so hot! (4/4)
18K
SemiAnalysis
@SemiAnalysis_
Jun 10
Replying to @SemiAnalysis_
Inference Production is likely a more scale oriented game than even steel manufacturing. Bigger models push capability frontiers (Opus 4.5 made Agentic possible), and local LLMs create and serve tokens at a scale that is unlikely to be commercially viable. (3/4)
18K