SemiAnalysis

Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend

AI safety is on fire.

Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition

GLM-5.3, KV Cache Offloading, HiSparse, DeepSeek Sparse Attention, IndexShare, Single-rollout Asynchronous Optimization, Cybersecurity

1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute

New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments

Robot Models, Silicon Efficiency, Jetson Thor vs. B300 TCO, Deployments, The Network Wall

The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet

Korea hosts a Squid Games, National AI Tournament, the best non-Chinese open source model gets eliminated, why Nvidia needs open source, implications for Hynix and Samsung

OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a ClusterMAX 3.0 Preview