2026-03-03
Are AI Datacenters increasing the electric bill of all American households? Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth, ERCOT vs PJM grid reliability and expansion @TradeADMIS @ash_locked https://semianalysis.substack.com/ ...
Bloomberg
A UK trial by the National Grid, Nvidia, and others finds AI data centers can operate without using peak power continuously, adjusting consumption when asked
2026-02-28
Micron spent 612 days on the environmental impact study, including a 45 day public input period. Yet hours before groundbreaking, they were hit with a lawsuit calling the process “unnecessarily rushed.” (3/10)
Fast Company
A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review
One member of the suit, who as a former lawyer you might expect to be smart, says that “Syracuse has the highest child poverty rate in the country. What is Micron doing about that?” Anyone can agree it's a worthy cause, but do we really think an advanced memory semiconductor
Fast Company
A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review
Micron's $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. (1/10) 🧵 [image]
Fast Company
A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review
Comments from locals border on NIMBY parody: “We're not trying to stop any progress, but we don't want this just bulldozed into our area.” This is a real quote! (4/10)
Fast Company
A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review
A Syracuse local news outlet's excellent reporting on the group behind the lawsuit, Neighbors for a Better Micron," found that “before the suit was filed, the group had never held a meeting or a vote. Some members didn't even know who the others were.” (6/10)
Fast Company
A look at a local group's lawsuit against Micron over its $100B New York manufacturing complex, alleging a rushed permitting process and environmental review
2026-02-25
Dario's cortisol meter SPIKED with the Pentagon DPA Maxxing. Imagine a Hegseth Frame Mog so hard you drop your alignment thesis and build WarClaude jfl [image]
Axios
Sources: DOD told Anthropic it will invoke the Defense Production Act or label Anthropic a “supply chain risk”, if not given unfettered Claude access by Friday
Defense Secretary Pete Hegseth gave Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access …
Dario's cortisol meter SPIKED with the Pentagon DPA Maxxing. Imagine a Hegseth Frame Mog so hard you drop your alignment thesis and build WarClaude jfl [image]
Reuters
Source: Anthropic has no intention of easing Claude usage restrictions for military purposes, following Dario Amodei's meeting with Pete Hegseth
Artificial intelligence lab Anthropic has no intention of easing its usage restrictions for military purposes, a person familiar with the matter …
2026-02-07
Claude Code is the Inflection Point, What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning. https://newsletter.semianalysis.com/ ...
SemiAnalysis
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
2026-02-06
Claude Code is the Inflection Point, What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning. https://newsletter.semianalysis.com/ ...
SemiAnalysis
Analysis: Claude Code currently authors 4% of all public GitHub commits and is on track to cross 20% of all daily commits by the end of 2026
2026-02-03
Chat, is the same person that put out the reassuring NVIDIA PR telling everyone to keep calm also in charge of Oracle's twitter account? [image]
@oracle
Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds”
The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAI's ability to raise funds and meet its commitments.
REUTERS: “OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say” [image]
Reuters
Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
Chat, is the same person that put out the reassuring NVIDIA PR telling everyone to keep calm also in charge of Oracle's twitter account? [image]
Reuters
Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
2026-01-14
Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More https://newsletter.semianalysis.com/ ... [image]
SemiAnalysis
Highlights from IEDM 2025: 3D NAND is suddenly relevant again, interconnect metals beyond copper are emerging, 2D materials that could replace silicon, and more
IEDM 2025 Round-Up — It's an odd time in the chipmaking industry. On one hand, we are ramping into the biggest supercycle ever seen.
2025-11-03
JUST ANNOUNCED: OpenAI will start using AWS GB200 and GB300 NVL72. Note that OpenAI will mostly be using NVIDIA ConnectX NICs on AWS and not be using AWS EFA NICs, which have subpar user experience. Also, OpenAI will not be using Sagemaker Hyperpod Managed K8 / SLURM which is [image]
Wall Street Journal
OpenAI and AWS sign a seven-year deal in which OpenAI will pay $38B for AI compute, including training its models using Amazon's data centers and using its CPUs
Companies' first computing partnership is part of Amazon's efforts to grow its cloud business
2025-10-29
At GTC DC today, Jensen Huang presented SemiAnalysis's open-source Apache-2.0 InferenceMAX results on H200 (single-node FP8) versus GB200 NVL72 (FP4), highlighting the power efficiency of token throughput per megawatt per interactivity per user (tok/s/user). We will be [image]
Bloomberg
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips
Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …
2025-09-30
We wrote about how Agentic purchasing would be the primary way that OpenAI would monetize free users on August 13th on GPT-5 set the stage for monetization https://semianalysis.com/... A bit over a month later - and the future is here. Today launching with Etsy and Shopify. It's
CNBC
OpenAI rolls out Instant Checkout to let users make single-item purchases directly in ChatGPT, starting with US Etsy sellers, and plans to add Shopify merchants
the chatbot will start letting its 700,000,000 users shop directly from their chats Jibin Joseph / PCMag : ChatGPT Now Lets You Make Purchases Without Leaving the App Nishit Singh ...
2025-08-23
The USG investment in Intel is historic and unprecedented, but it is the first important step in the right direction. Intel is the ONLY domestic option, and today's partnership should hopefully kickstart one of the hardest issues Intel has had: attracting customers. Orders and
Intel
Intel says the US will make an $8.9B investment by purchasing 433.3M primary shares of Intel common stock for $20.47/share; INTC closed on August 22 at $24.80
U.S. Government to make $8.9 billion investment in Intel common stock as company builds upon its more than $100 billion expansion of resilient semiconductor supply chain
2025-08-20
BREAKING: Recent chip deals help President Trump upgrade his Oval Office rig [image]
CNBC
US Commerce Secretary Howard Lutnick says that Intel must give the government an equity stake in the company in return for CHIPS Act funds; INTC closed up 6.97%
Commerce Secretary Howard Lutnick said Tuesday that Intel must give the U.S. government an equity stake in the company in return for CHIPS Act funds.
2025-08-13
GPT-5 Set the Stage for Ad Monetization and the SuperApp How ChatGPT will monetize free users Router is the Release AIs will serve Ads Google's moat eroded? The shift of purchasing intent queries https://semianalysis.com/...
SemiAnalysis
GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute across low-value informational and high-value commercial requests
To many power users (Pro and Plus), GPT5 was a disappointing release. But with closer inspection, the real release is focused …