SemiAnalysis reports that Chinese company Envision has completed the first 120MW phase of its Galaxy AI data center campus in Ulanqab, Inner Mongolia, in under a year, at roughly one-fifth the cost of comparable US facilities. The full campus, serving two unnamed internet companies, is planned to reach 800MW of IT capacity by 2027, pairing data halls with dedicated wind farms and battery storage rather than relying solely on the local grid.
tomshardware.com
· 2026-11-09
Anthropic has filed an S-1 to list on the Nasdaq, with reports suggesting it could begin trading as early as next month at a valuation between $1.5 trillion and $2 trillion. The filing, running hundreds of pages, discloses detailed financial data about the AI lab for the first time, including its cost structure and revenue assumptions. SemiAnalysis analyst Joey Brookhart, who had modeled Anthropic's finances externally in July, discussed the filing's implications on the Decoder podcast.
theverge.com
· 2026-10-29
SemiAnalysis research shared on X found that over 300 local data center moratoriums across the US have only likely delayed about 2.3 gigawatts out of roughly 21 gigawatts of planned capacity in affected areas. The firm tracks more than 400 local restrictions across 17 states and says its 2027 forecast of 38 GW of US data center capacity has barely changed over the past year.
tomshardware.com
· 2026-10-18
Nvidia's stock hit a record this week, pushing its market cap near $6 trillion, as the company projects $108 billion in October-quarter revenue, up 89% year-over-year. SemiAnalysis counted 323 Nvidia GPU providers as of September, up from 209 eleven months earlier, while Nvidia's own filings show five clients each accounted for at least 10% of accounts receivable in the July quarter, up from three in January. Companies now access Nvidia chips through hyperscalers like Amazon, Microsoft and Google, specialized 'neoclouds' such as CoreWeave, online marketplaces, or direct hardware purchases.
cnbc.com
· 2026-10-10
According to the Financial Times, Oracle has agreed to lease about 100,000 advanced AI chips to Tencent across Southeast Asian data centers over five years, in a deal valued near $7 billion with roughly 30% paid upfront. Neither company has confirmed the arrangement, and the specific chip model involved has not been disclosed, though the FT notes such leases are permitted under current US export rules since the hardware is unavailable in China.
tomshardware.com
· 2026-10-05
Industry sources describe software engineers increasingly unable to interpret code produced by large language models, with their jobs shifting from writing software to overseeing AI output. Infinity founder Jeremy Nixon and SemiAnalysis' Jordan Nanos cited examples, including OpenAI engineers reportedly unable to explain a GPU kernel generated for DeepSeek, despite the AI's code passing tests and performing correctly.
futurism.com
· 2026-10-03
SemiAnalysis founder Dylan Patel says Chinese firm Puzhi Electronic Technology is crowdfunding a system built around AMD's Zynq UltraScale+ XCZU47DR RFSoC, a U.S. export-controlled chip, being quoted at roughly $1,000 versus a $36,000 U.S. list price. AMD told Tom's Hardware it did not directly sell or ship the chips into China and that it investigates suspected diversion cases, without confirming whether an investigation into this specific case has begun.
tomshardware.com
· 2026-09-24
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