SemiAnalysis Weekly

Jordan Nanos, Doug O'Laughlin

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Everything semiconductors and AI Covering the spectrum

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Feb 25, 2026 - NVIDIA Vera Rubin NVL72 ft. Extreme Co-Design [Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie]

Article (latest): https://newsletter.semianalysis.com/p... 00:00 Introduction to Vera Rubin and Extreme Co-Design 02:30 Innovations in GPU Architecture: From Blackwell to Rubin 05:38 Memory Bandwidth and HBM4: A New Era 08:26 NVLink 6 and Interconnect Enhancements 11:38 Cable-less Design: Revolutionizing System Assembly 14:29 Thermal Management Innovations in Rubin 17:30 Power Management and Performance Expectations 33:36 Innovations in Packaging and Heat Management 38:15 Chiller-less Design and Data Center Infrastructure 40:47 Power Delivery Innovations in Rubin 46:16 Memory Solutions and Supply Chain Management 54:57 Deployment Timeline and Future Expectations

1u 3m
19 FEB

Feb 19, 2026 - InferenceX (Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos)

InferenceX, formerly InferenceMAX: https://inferencex.com/ Article (latest): https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs GitHub https://github.com/SemiAnalysisAI/InferenceX Article (original) https://newsletter.semianalysis.com/p/inferencemax-open-source-inference 00:00 Introduction to InferenceX 02:52 Evolution from InferenceMAX to InferenceX 06:06 Benchmarking and Performance Insights 08:43 The Scale of Benchmarking Work 11:39 Collaboration with AMD and Nvidia 14:52 The Evolution of Inference Benchmarking 17:34 Optimizations and Their Impact 20:47 Challenges in Composability 23:51 Multi-Token Prediction Explained 26:52 Cost Implications of Optimizations 31:06 Understanding Inference Workloads and Benchmarks 33:44 Future Plans for Inference Optimization 37:16 Roadmap for New Models and Data Sets 39:03 Challenges in Benchmarking Multi-Turn and Multi-Modal Data 42:44 Experiences with AI Models and Their Limitations 48:43 Skepticism About Future AI Improvements

51 min
13 FEB

Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)

Claude Code Rising: https://semianalysis.com/institutional/claude-code-adoption-note/ and https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point CPUs are back: https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu Memory Mania: https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades Claude Fast: https://x.com/SemiAnalysis_/status/2020922445989822709?s=20 Agent Swarms: https://x.com/SemiAnalysis_/status/2021283054019330194?s=20 Taiwan: https://x.com/SemiAnalysis_/status/2021222800707538980?s=20 Seedance2: https://x.com/kirkinator_sol/status/2012588116536631778?s=20 , https://docs.google.com/document/d/1du1Ld94b1d2TU4maYIcU-K6v405iWoYTILnO9ipsEXQ/edit?tab=t.0

52 min

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Everything semiconductors and AI Covering the spectrum

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Jordan Nanos, Doug O'Laughlin
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SemiAnalysis Weekly