SEMIANALYSIS RELEASES CLUSTERMAX 3.0: For the 1st and 2nd release, CoreWeave was at the top alone. For the first time, $NBIS Nebius joins $CRWV CoreWeave as the top ranking neoclouds.

SemiAnalysis: Our Datacenter Industry Model forecasts +38GW of Datacenter IT capacity delivered in the US in 2027, more than double that of 2026. Today, we estimate that roughly 2.3 GW of planned capacity is genuinely delayed because of local moratoriums and New York’s executive order.

SemiAnalysis founder Dylan Patel explains why some companies will make far more money from AI than the labs building the models: “Most of the value that these models generate does not get given to OpenAI and Anthropic.” Jane Street turns the models into trading profits. Meta uses them to improve its ads and increase engagement time by 5%. “They’re making way more money off of using these models than Anthropic is.” the biggest business opportunity is connecting models to workflows where even small improvements are worth millions.

SemiAnalysis corporate socials are so odd. One day, it's the deepest thing about Tensor Core cycles per instruction & tileRT, and then the next, it's some AI-generated strawberry cartoon Love Island giga slop.

Semianalysis: "Market chatter suggests $GOOG is working with $AMD on a TPU project in the v10 generation. AMD’s involvement would be the first real involvement in a custom AI ASIC project, despite having a custom silicon team. AMD has strong IP especially in advanced packaging and SoIC. Additionally, CPU IP could also be a draw given Google and its customers are pushing for TPUs with on-package CPU cores for RL workloads." $AVGO: "We are seeing lower TPU output in 2H26 than previous expectations...For 2027, we also see lower TPU output than our previous expectation of 6mn units of TPU 7 and TPU8i. This is driven by greater allocation towards other customers."

SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others: “We believe Meta’s datacenter and compute will accelerate”. “Capex in 2027 will be shockingly high”. Recent global crash, especially in the photonics sector was stupid… Off misleading narratives of Meta dropping out of AI race to sell excess compute… When in fact things are likely to accelerate from Meta catching up to GPT5.5. I’m personally expecting a sharp V recovery, especially with the names that crashed 50%+ from this narrative.