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SemiAnalysis
A leading independent research shop on semiconductors and AI datacenter buildouts, led by Dylan Patel and a team of analysts.
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Predictions & track record (5)
- Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
- Awaiting grading Nvidia's 800V power system for next-gen AI racks may slip to 2028, SemiAnalysis warns, but supply chain pushes backCheck around Q1 2027 whether Nvidia's 800V HVDC system reaches large-scale production on the original timeline or slips into 2028 as SemiAnalysis warned.
- Awaiting grading SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early dataGrade whether Nvidia submits verifiable Rubin benchmark numbers to InferenceX by Q3 2026, and whether they roughly match today's early 5x per-dollar claim.
- Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
- Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and AnthropicScore at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects?
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