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xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise

https://semianalysis.com/2025/09/16/xais-colossus-2-first-gigawatt-datacenter/

Published: September 16, 2025 17:38

Much has been written about xAI’s Colossus 1. The Memphis build belongs in the history books: the largest AI training cluster, erected from scratch in 122 days. With roughly 200,000 H100/H200s and ~30,000 GB200 NVL72, it remains, today, the largest fully…

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

https://semianalysis.com/2025/09/08/huawei-ascend-production-ramp/

Published: September 8, 2025 09:54

Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table. The United States technology community is…

Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion

https://semianalysis.com/2025/09/03/amazons-ai-resurgence-aws-anthropics-multi-gigawatt-trainium-expansion/

Published: September 3, 2025 20:55

Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating the lucrative Cloud Computing market. But it struggles to…

H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time

https://semianalysis.com/2025/08/20/h100-vs-gb200-nvl72-training-benchmarks/

Published: August 20, 2025 04:56

Frontier model training has pushed GPUs and AI systems to their absolute limits, making cost, efficiency, power, performance per TCO, and reliability central to the discussion on effective training. The Hopper vs Blackwell comparisons are not as simple as…

GPT-5 Set the Stage for Ad Monetization and the SuperApp

https://semianalysis.com/2025/08/13/gpt-5-ad-monetization-and-the-superapp/

Published: August 13, 2025 00:27

To many power users (Pro and Plus), GPT5 was a disappointing release. But with closer inspection, the real release is focused on the vast majority of ChatGPT’s users, which is the 700m+ free userbase that is growing rapidly. Power users should be…

Robotics Levels of Autonomy

https://semianalysis.com/2025/07/30/robotics-levels-of-autonomy/

Published: July 30, 2025 17:02

Robots have powered manufacturing for decades, yet they stayed single-purpose and thrived only in perfect settings. Previous attempts at intelligent machines overpromised and underdelivered. But they were too early. Today, modern AI paradigms convert most…

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

https://semianalysis.com/2025/07/21/vlsi2025/

Published: July 21, 2025 14:23

Long time readers will recall that SemiAnalysis covers more than just datacenters and AMD. Today we’re back to semiconductors with a tech-focused roundup of the best from this year’s VLSI conference, the premiere design and integration. That includes the…