Over the last few months, there have been a number of headlines raising concerns about Microsoft’s reduction in datacenter leasing activities including a few datacenter leasing cancellations.…| SemiAnalysis
The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital. We believe that the economic uncertainty indu…| SemiAnalysis
The Reasoning Token Explosion AI model progress has accelerated tremendously, and in the last six months, models have improved more than in the previous six months. This trend will continue b…| SemiAnalysis
