semianalysis
3 articles
GPU Shortage 2.0: When Renting GPUs Is Harder Than Renting an Apartment—H100 Rates Up 40% in Six Months
SemiAnalysis examines the 2026 GPU rental crunch: H100 one-year lease rates jumped from $1.70 to $2.35 per GPU-hour, on-demand capacity sold out, and Blackwell deployments filled through September as a self-reinforcing shortage took hold.
Kimi K2.5 Trains an Agent Commander with RL — SemiAnalysis Tests Show Claude Agent Teams Are Actually Slower and More Expensive
SemiAnalysis: Kimi K2.5's agent swarm uses an RL-trained 'orchestrator' (not prompt magic). Claude Agent Teams were slower, pricier, & scored lower. Multi-agent is shifting from 'prompt engineering' to 'distributed scheduling.'
SemiAnalysis: Claude Code is the Inflection Point — 4% of GitHub Commits, Microsoft's Dilemma, and the $15T Information Work Apocalypse
SemiAnalysis: Claude Code now 4% of public GitHub commits, projected 20%+ by 2026. It's the real AI agent inflection point for all information work. Report also covers Microsoft's Azure vs. Office 365 dilemma & Anthropic's revenue surpassing OpenAI.