Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating …| SemiAnalysis
Robots have powered manufacturing for decades, yet they stayed single-purpose and thrived only in perfect settings. Previous attempts at intelligent machines overpromised and underdelivered. But th…| SemiAnalysis
Oracle’s Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations. All eyes are on the high-profile Stargate JV and the massive Abilene, Texas datacenter…| SemiAnalysis
The largest AI labs are racing to build multi-gigawatt-scale datacenters, and stressing our century-old power grid to an unprecedented extent. Not only is the scale massive, but AI training wo…| SemiAnalysis
Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, …| SemiAnalysis
