GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips ...

ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and ...

Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...

Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...

Rubin is the first platform co-designed across six products for the agentic era: Rubin GPU, Vera CPU, NVLink 6 Switch, ConnectX-9, BlueField-4, and Spectrum-6. Today we are publishing the first ...

The past two months have been a breakout period for open source AI. Yes, there was the “DeepSeek moment” back in January 2025, but no one actually used R1 to do any economically valuable work. In ...

Demis Hassabis, DeepMind co-founder and former CEO, is no longer involved in day-to-day operations. Jeff Dean, former Google Chief Scientist and Gemini co-lead is leaving to start a neolab called ...

When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug ...

Meta’s capacity under construction just keeps accelerating. We show below Meta’s two largest campuses – these two pictures represent 2.5GW of capacity under construction! By the way, if you believed ...

We have written a lot about Intel. It’s a firm near and dear to our heart, and is the birth of the semiconductor industry. To say we love Intel and their role in the world is an understatement. We ...

Update June 1: The day after we published, Anthropic released Opus 4.8 and “ultracode” mode in Claude Code. Our preliminary experiments indicate that together these are significantly better at ...