Submissions from semianalysis.com

		Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake [ ] (semianalysis.com)
		3 points by swolpers 2 days ago \| past \| discuss
		Nvidia Is Backstopping GPU Rentals for Neoclouds (semianalysis.com)
		5 points by shenli3514 2 days ago \| past \| 2 comments
		Meta Compute: Everyone Wants to Be a Neocloud (semianalysis.com)
		4 points by 01-_- 6 days ago \| past \| discuss
		ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter (semianalysis.com)
		3 points by felixdoerp 6 days ago \| past \| discuss
		TokenBudgeting: Our Conversations with Enterprises on Token Spend (semianalysis.com)
		1 point by rbanffy 7 days ago \| past \| discuss
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		3 points by rbanffy 7 days ago \| past \| discuss
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		2 points by rbanffy 8 days ago \| past \| discuss
		TokenBudgeting: Our Conversations with Enterprises on Token Spend (semianalysis.com)
		1 point by felixdoerp 8 days ago \| past \| discuss
		US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028? (semianalysis.com)
		36 points by felixdoerp 10 days ago \| past \| 79 comments
		AI Value Capture (semianalysis.com)
		3 points by nl 10 days ago \| past \| discuss
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		10 points by pieterr 11 days ago \| past \| discuss
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		3 points by ma2kx 12 days ago \| past \| discuss
		China's CXMT Is Set to Challenge DRAM Incumbents (semianalysis.com)
		3 points by djfergus 13 days ago \| past \| 1 comment
		CPUs Are Back: The Datacenter CPU Landscape in 2026 (semianalysis.com)
		4 points by rbanffy 14 days ago \| past
		Co-Packaged Optics (CPO) – Scaling with Light for the Next Wave of Interconnect (semianalysis.com)
		2 points by JumpCrisscross 15 days ago \| past
		CXMT is set to challenge DRAM incumbents (semianalysis.com)
		4 points by Flux159 16 days ago \| past \| 1 comment
		Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (semianalysis.com)
		2 points by alecco 19 days ago \| past
		Is SMIC N+3's Metal Pitch Smaller Than Intel 18A's? (semianalysis.com)
		3 points by hunglee2 24 days ago \| past
		Is SMIC N+3's Metal Pitch Smaller Than Intel 18A's? (semianalysis.com)
		2 points by notahan 25 days ago \| past
		Intel Should Raise Capital (semianalysis.com)
		2 points by JumpCrisscross 26 days ago \| past
		DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time (semianalysis.com)
		1 point by nsoonhui 30 days ago \| past
		China's Unitree Will Dominate Global Robotics (semianalysis.com)
		1 point by nanmu42 30 days ago \| past
		China's Unitree Will Dominate Global Robotics (semianalysis.com)
		6 points by DEDLINE 31 days ago \| past \| 1 comment
		The Case for Space Datacenters (semianalysis.com)
		10 points by davedx 33 days ago \| past \| 7 comments
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by arthurjj 35 days ago \| past
		SemiAnalysis: TCO of Space Datacenters (semianalysis.com)
		4 points by samber 36 days ago \| past
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by paulpauper 36 days ago \| past
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		2 points by kjhughes 38 days ago \| past
		AI Dark Output: The Visible Cost of Invisible Output (semianalysis.com)
		3 points by qnleigh 39 days ago \| past \| 1 comment
		Finding Miscompiles for Fun, Not Profit (semianalysis.com)
		2 points by bwfan123 42 days ago \| past
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