3 stories tagged semianalysis, newest first.
43 points by nsoonhui | 34 comments
SemiAnalysis newsletter post comparing usage limits and value of AI subscription plans from Anthropic, OpenAI, Meta, xAI, Cursor, Cognition and others.
555 points by bmulholland | 351 comments
SemiAnalysis article analyzing OpenAI's self-designed Jalapeño inference ASIC, comparing its TCO and throughput per MW against Nvidia Blackwell and Rubin.
2299 points by klelatti | 963 comments
SemiAnalysis publishes a leaked internal Google memo arguing that open source AI will outcompete both Google and OpenAI, which lack a competitive moat.