SemiAnalysis
2 articles
SemiAnalysis: AI Inference Isn't a Commodity — It's a Managed Experience
SemiAnalysis's full 5-tweet thesis: AI inference isn't a race to the bottom — it's a game of experience management. Labs that master the interactivity dial operate at 60%+ margins. The rest race to zero.
NVIDIA's Inference Empire Expands: From Groq to a Whole New Rack Architecture
NVIDIA unveiled Groq LPX, Vera ETL256, and STX at GTC 2026. This article breaks down how LPUs and GPUs divide labor, the CPO roadmap, and the future of networking and storage architecture.