Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration

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China AI & Semiconductors Rise: US Sanctions Have Failed https://www.semianalysis.com/p/china-ai-and-semiconductors-rise 122 comments
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E https://www.semianalysis.com/p/nvidias-plans-to-crush-competition?post_id=137826061&publication_id=329241 36 comments
Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100 https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu?microsoft= 14 comments
Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100 https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu 5 comments
Groq Inference Tokenomics: Speed, But At What Cost? https://www.semianalysis.com/p/groq-inference-tokenomics-speed-but 1 comment
Arm and a Leg: Arm's Quest To Extract Their True Value https://www.semianalysis.com/p/arm-and-a-leg-arms-quest-to-extract 0 comments
Amazon Anthropic: Poison Pill or Empire Strikes Back https://www.semianalysis.com/p/amazon-anthropic-poison-pill-or-empire 0 comments
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E https://www.semianalysis.com/p/nvidias-plans-to-crush-competition 0 comments
AI Datacenter Energy Dilemma - Race for AI Datacenter Space https://www.semianalysis.com/p/ai-datacenter-energy-dilemma-race 0 comments
OpenAI Is Doomed - Et tu, Microsoft? https://www.semianalysis.com/p/openai-is-doomed-et-tu-microsoft 0 comments
The Future of Compute: NVIDIA's Crown is Slipping https://mohitdagarwal.substack.com/p/from-dominance-to-dilemma-nvidia 0 comments

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