Financial Times ·
SemiAnalysis: China has 24 GW of operational compute capacity and another 50 GW planned or under construction, compared to 56 GW operational in the US
Beijing is rolling out AI infrastructure at breakneck speed in Inner Mongolia
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4 stories tracking SemiAnalysis, ranked newest first, from TechSnif's permanent archive.
Company
Financial Times ·
SemiAnalysis estimates ~90% of Anthropic's business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients
Powerful AI tools burn through budgets, prompting a rethink of how the technology is priced ahead of frontier lab IPOs.
Bloomberg ·
Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund
James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.
Dwarkesh Patel / Dwarkesh Podcast ·
Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more
"Every force is screeching towards centralization."