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SemiAnalysis
Independent semiconductor and AI infrastructure research firm and newsletter covering chip supply chains, data center build-outs, and hyperscaler technology
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Interviews (13)
Doug O'Laughlin: rapid AI deployment could trigger broad deflation, and policy is nowhere near ready
25 Feb 2026
NVIDIA beats earnings estimates as Doug O'Laughlin flags GPU shortage and power bottleneck as the next big constraint
25 Feb 2026
Doug O'Laughlin: Claude Code is the most magical moment in tech since the Game Boy — and Amazon will spend every dollar of that $200B
6 Feb 2026
Dylan Patel on space data centers, the TSMC bottleneck returning in 2027, and why OpenAI is fine
3 Feb 2026
SemiAnalysis on the AI power crisis: gas turbines, Meta's tent datacenters, and why training is still growing as fast as inference
9 Jan 2026
SemiAnalysis's Doug O'Laughlin: Amazon's execution edge is why OpenAI chose AWS, space data centers are hype
17 Dec 2025
Dylan Patel on Google's TPU going external: how it's already saving OpenAI 30% on Nvidia spend before deploying a single chip
1 Dec 2025
SemiAnalysis's Jordan Nanos on hyperscaler IT asset life extension, GPU depreciation, and Microsoft's Azure strategy
12 Nov 2025
SemiAnalysis ClusterMAX 2.0: CoreWeave leads, FluidStack debuts gold, AWS networking is a debugging nightmare
10 Nov 2025
Dylan Patel launches InferenceMax: the first independent AI hardware benchmark running daily across NVIDIA, AMD, and more
10 Oct 2025
SemiAnalysis's Doug O'Laughlin: OpenAI is making itself too big to fail by locking in every chip and hyperscaler partner
6 Oct 2025
SemiAnalysis on Meta's Project Prometheus: 1GW Ohio cluster set to surpass Stargate, Llama 4 called a failure
17 Jul 2025
Dylan Patel breaks down OpenAI's compute ceiling, China's robotics dominance, and AMD's uphill battle
6 Jun 2025