SemiAnalysis

Identity

• X: not tracked here (firm has multiple author accounts)
• Substack: SemiAnalysis
• Lead author: Dylan Patel et al.
• Tier: ★★ paid (active)

Coverage

Semis, AI infrastructure, interconnects, HBM. Data center infrastructure, AI compute economics, multi-datacenter training, power delivery, geopolitical impacts.

Notable content

• sa-ai-dc-energy-dilemma — AI data center energy constraints
• sa-ai-neocloud-playbook — GPU cloud market dynamics
• sa-multi-dc-training-openai — Multi-datacenter training infrastructure
• sa-google-ai-infra-supremacy — Google's infrastructure advantage
• sa-gb200 — GB200 notes
• "Nvidia In The Hot Seat?" / "How Nvidia's Empire Could Be Eroded" → connects NVDA

Cross-references

• NVDA, ai-infrastructure, HBM, datacenter energy, neocloud