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The United States simply does not have enough power for Al unless we do massive changes to it as Chief Analyst Dylan Patel explains here:

AI Training Load Fluctuations at Gigawatt-scale Risk of Power Grid Blackout? 108GW Large Load Queue Tesla Megapacks Supercapacitors Gigawatt-scale batteries PyTorch No Power Plant Blow Up semianalysis.com/2025/06/25/ai-…

Each AWS Trainium2 Physical Server has a copper backplane where each chip connects to one other chip using a PCB trace on the JBOG PCB board (i.e. left Trainium2 chip connects to right Trainium2 chip on the same JBOG) and each chip also connects to three other intra-server chips

Recently, we saw companies exploring glass-based substrates and interposers. For example, Corning presented a glass-based substrate solution with through-glass vias (TGV) to enable pick-and-place assembly and high-density optical and electrical connections. The advantages of

How Oracle Is Winning the AI Compute Market Stargate, OpenAI ByteDance Unique Datacenter Strategy Investment Grade Neocloud Revenue and EBIT Forecast semianalysis.com/2025/06/30/how…

The largest cost centers for an AI datacenter are the compute (accelerators / GPUs) and the networking stack. If you thought the future was complex with power and cooling for next-gen AI compute, wait until you see the networking roadmaps. We’re releasing our AI Networking

DeepSeek Debrief: >128 Days Later Traffic and User Zombification GPU Rich Western Neoclouds Token Economics (Tokenomics) Sets the Competitive Landscape semianalysis.com/2025/07/03/dee…

Happy 4th July! Speed is the Moat & Anush Elangovan & his team Keeps Running Faster & Faster. Still lots of areas where ROCm has gaps but many are already closing