The SemiAnalysis AI Datacenter Model is used to understand current and forecast datacenter critical IT power capacity for both colocation and hyperscale datacenters with a focus on the demand drive…| SemiAnalysis
There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative the…| SemiAnalysis
The US government lobbed the largest salvo in the new technology cold war with its new Framework for Artificial Intelligence Diffusion. These new export restrictions are completely unprecedented in…| SemiAnalysis