Company · mentioned 90 times
AI and semiconductor research firm and publication producing industry analysis of chips, the semiconductor supply chain and AI infrastructure, known for its newsletter and the GDPx benchmark; founded and led by Dylan Patel.
All-In with Chamath, Jason, Sacks & Friedberg· 7 Nov
David Sacks cites a SemiAnalysis analyst who noted that projects under construction may still lack permits, such as air pollution permits, needed to open.MTS· 6 Nov
Qasim Wani says Extrapolate created the RSI index with SemiAnalysis for GDPX.SemiAnalysis Weekly· 4 Nov
Maya Barkin says politicians are listening to their constituents, and that SemiAnalysis is doing ongoing work on the anti-datacenter backlash, which she calls a 2026 phenomenon.TBPN· 3 Nov
Dylan Patel says SemiAnalysis is very bullish that OpenAI, Anthropic and the leading labs will deliver a trillion dollars of revenue within the next couple of years.SemiAnalysis Weekly· 3 Nov
Max Kan says OpenAI and Anthropic both have confusing access programs with three or four tiers, and that SemiAnalysis only has the bottom or second-worst tier, which is more or less useless because you still get flagged doing basically everything.