SemiAnalysis (@SemiAnalysis_)
@SemiAnalysis_
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BREAKING NEWS: PEOPLE WANT TO MAKE MONEY.
JUST IN: Anthropic CEO reportedly increasingly concerned that new hires are working there for a paycheck, as opposed to the company’s mission.
Kimi K3 massively beats NVIDIA’s Nemotron 3 Ultra model. If America wants to lead in open-source AI, Jensen should recognize that progress comes from independent labs competing against each other based on the free-market principles of testing different ideas, architectures, and approaches, just like China’s AI labs are shipping and iterating. 1/5🧵
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CHINA’S KIMI K3 HAS SURPASSED ALL AMERICAN MODELS IN FRONT-END CODING WHILE BEING SMALLER THAN MOST CLOSED-SOURCE FRONTIER MODELS.
Great work by the @Kimi_Moonshot team.
Everyone has takes on SMIC. We have die shots.
Introducing STEEL — SemiAnalysis Teardown Engineering & Evaluation Lab. From the box to the bare die: materials, process, integration, every piece of the puzzle.
They want the impossible? We'll make it possible. They want cutting edge? We're on the edge.
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MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵
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Everyone's always talking about agentic coding harnesses: Claude Code, Codex, OpenCode, Pi... the list goes on. But what's the difference between all of them? What even Is a harness anyway?
In this thread, we'll take a look under the hood. (1/5)🧵
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Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
SMIC N+3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale,
SemiAnalysis Teardown Engineering & Evaluation Lab, HiSilicon Kirin 9030, Process Technology,
Pattering, Cell Architecture
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IMPORTANT: it is important to understand that the CoreWeave & Microsoft photos are still Engineering/Quality Samples, and there is still some time before the software stack bring-up finishes & first production tokens are generated. The VR200 & MI455 rack metric to watch out for is time to first at-scale production token TTF-(ASP)-T. You can clearly see in the CW rack photos that none of the scale-out 800G OSFP cages are even populated.
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Inside the 800VDC Revolution – Part 1
Four-Phase 800VDC Transition,
Power Rack Economics, SST,
Equipment Content/MW Build,
Supplier Implications
Our SemiAnalysis Weekly Podcast often asks - Is the AI cycle this time truly different from other cycles? Well, at least from our analysis, we think the return from AI is real and it looks like a structural trend that is truly different from other cycles.
We tracked token spend vs human labor cost across 9 real workflows at SemiAnalysis - these are tasks our analyst team do consistently to stay on top of the industry: company initiations, earnings recaps, conference transcript mining, financial data pulls. (1/3) 🧵
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