2025-11-25
The best description of @SemiAnalysis_ is that we are in the information discovery business, not the definitive answers business. Clients (finance and industry) draw their own conclusions from the information that we provide. By comparison, Burry seems to be in the definitive answers business. You can find his conclusions proudly displayed on his timeline. Unfortunately the information that led to those conclusions is unclear, TBD, and subject to change based on criticism/questioning. Which means it is ultimately unknowable.
Barron's Online
Nvidia refuted accounting questions in a memo to analysts, saying “Unlike Enron, Nvidia does not use Special Purpose Entities to hide debt and inflate revenue”
A series of prominent stock sales and allegations of accounting irregularities have put Nvidia NVDA +2.05% in the middle …
2025-11-13
Incredible interview. Some parts in here that jumped out to me: 1:05:58 - Microsoft has access to OpenAI's chip program (covered by the IP deal they have in place) 1:00:40 - Satya says we are “rightfully pointing out the pause” that happened last year on their self-build
Dwarkesh Podcast
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
We have a companion article deconstructing The Pause, Copilot growth/competition, server depreciation schedules, and the go-forward plan with Maia + OpenAI Chip IP + others https://newsletter.semianalysis.com/ ...
Dwarkesh Podcast
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
We have a companion article deconstructing The Pause, Copilot growth/competition, server depreciation schedules, and the go-forward plan with Maia + OpenAI Chip IP + others https://newsletter.semianalysis.com/ ...
SemiAnalysis
A deep dive into Microsoft's AI strategy: its OpenAI deal, data center investments, neocloud renting, GitHub Copilot, its MAI models, its Maia chip, and more
SemiAnalysis :
Incredible interview. Some parts in here that jumped out to me: 1:05:58 - Microsoft has access to OpenAI's chip program (covered by the IP deal they have in place) 1:00:40 - Satya says we are “rightfully pointing out the pause” that happened last year on their self-build
SemiAnalysis
A deep dive into Microsoft's AI strategy: its OpenAI deal, data center investments, neocloud renting, GitHub Copilot, its MAI models, its Maia chip, and more
SemiAnalysis :
2025-07-30
@lmarena_ai “The company's claim that it can deliver inference at a lower cost than is possible with NVDIA's systems is credible” Disagree. Groq does exactly one thing NVIDIA can't, at any price: run models at very high interactivity. This does not mean Groq delivers inference at lower
The Information
Docs: Groq revised its 2025 revenue projections to $500M+ within the past month, citing delays in data center capacity, after projecting $2B+ earlier this year
Groq, a richly funded chip startup trying to take on Nvidia, told investors early this year it was on track to have more than $2 billion in revenue for 2025. X: @jordannanos and @b...
2025-04-10
Banger from @SemiAnalysis_ GPU servers from Mexico are exempt from recent tariffs under USMCA regardless of country of origin [image]
CNBC
President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”
- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.
Banger from @SemiAnalysis_ GPU servers from Mexico are exempt from recent tariffs under USMCA regardless of country of origin [image]
SemiAnalysis
A deep dive into what Trump's Liberation Day tariffs mean for AI infrastructure: how the tariffs work, the USMCA's GPU loophole, GPU/XPU global trade, and more
Dylan Patel / SemiAnalysis :