SemiAnalysis (@SemiAnalysis_)
@SemiAnalysis_
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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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