Submissions from semianalysis.com

		DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time (semianalysis.com)
		1 point by nsoonhui 1 day ago \| past \| discuss
		China's Unitree Will Dominate Global Robotics (semianalysis.com)
		1 point by nanmu42 1 day ago \| past \| discuss
		China's Unitree Will Dominate Global Robotics (semianalysis.com)
		6 points by DEDLINE 2 days ago \| past \| 1 comment
		The Case for Space Datacenters (semianalysis.com)
		10 points by davedx 4 days ago \| past \| 7 comments
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by arthurjj 7 days ago \| past \| discuss
		SemiAnalysis: TCO of Space Datacenters (semianalysis.com)
		4 points by samber 7 days ago \| past \| discuss
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by paulpauper 8 days ago \| past \| discuss
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by kjhughes 9 days ago \| past \| discuss
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		3 points by qnleigh 10 days ago \| past \| 1 comment
		Finding Miscompiles for Fun, Not Profit (semianalysis.com)
		2 points by bwfan123 13 days ago \| past \| discuss
		Finding Miscompiles for Fun, Not Profit (semianalysis.com)
		41 points by tmoertel 14 days ago \| past \| 9 comments
		Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lag (semianalysis.com)
		1 point by rebekkamikkoa 14 days ago \| past
		EDA Market Primer – Market Dynamics, Cadence, Synopsys, Siemens (semianalysis.com)
		2 points by helsinkiandrew 19 days ago \| past
		Cerebras – Faster Tokens Please (semianalysis.com)
		4 points by pretext 26 days ago \| past
		AI Value Capture – The Shift to Model Labs (semianalysis.com)
		3 points by nsoonhui 41 days ago \| past
		Why isn't AMD's MI300X competitive? (semianalysis.com)
		46 points by colonCapitalDee 44 days ago \| past \| 36 comments
		The Coding Assistant Breakdown: More Tokens Please (semianalysis.com)
		2 points by gmays 46 days ago \| past
		The Coding Assistant Breakdown: More Tokens Please (semianalysis.com)
		5 points by swolpers 47 days ago \| past
		How Much Do GPU Clusters Cost? (semianalysis.com)
		2 points by stosssik 50 days ago \| past
		The Great GPU Shortage: H100 Rental Prices Up 40% (semianalysis.com)
		3 points by alecco 60 days ago \| past
		GTC 2026 – The Inference Kingdom Expands (semianalysis.com)
		2 points by simonpure 79 days ago \| past
		The Great AI Silicon Shortage (semianalysis.com)
		11 points by akyuu 89 days ago \| past
		Are AI Datacenters Increasing Electric Bills for American Households? (semianalysis.com)
		10 points by 2bluesc 3 months ago \| past \| 1 comment
		Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon (semianalysis.com)
		1 point by wmf 3 months ago \| past
		Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom (semianalysis.com)
		3 points by littlexsparkee 3 months ago \| past \| 1 comment
		InferenceX v2: Nvidia Blackwell vs AMD vs. Hopper – SemiAnalysis (semianalysis.com)
		4 points by randomgermanguy 3 months ago \| past
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		1 point by yarapavan 4 months ago \| past
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		2 points by myk-e 4 months ago \| past
		Claude Code Is the Inflection Point (semianalysis.com)
		50 points by throwaw12 4 months ago \| past \| 29 comments
		Claude Code Is the Inflection Point (semianalysis.com)
		8 points by taubek 4 months ago \| past
		More

HN For You