Meta Unveils New Series of Advanced A.I. Models41m ago AMD puts 32,768 CPU cores in a rack built for AI agents59m ago Smug until weirdly silent: who told us to say “I am alive”?1h ago Anthropic's Claude AI submitted false murder tip to Philadelphia police2h ago How Anthropic’s Dynamic Workflows Coordinate Claude Agents1h ago Dell’s AI partner ecosystem adapts to Silicon Valley’s build-it-yourself buyers1h ago Accessing OpenAI GPT models on Amazon Bedrock with global cross-Region inference in Thailand, Malaysia, Singapore, Indonesia, and Taiwan2h ago Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape1h ago OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters1h ago Manifold Steering from a Natural State is Effective and Generalizable, but Relies on Model Accuracy1h ago Microsoft Research Introduces StudentSim for AI Tutor Training1h ago Why Big Tech Is Borrowing Billions to Fund AI Spending1h ago Meet the Anthropic Engineer Keeping Its AI Agent Trustworthy1h ago Russia was not ready for the data center war it started with Ukraine2h ago

Meta Unveils New Series of Advanced A.I. Models41m ago AMD puts 32,768 CPU cores in a rack built for AI agents59m ago Smug until weirdly silent: who told us to say “I am alive”?1h ago Anthropic's Claude AI submitted false murder tip to Philadelphia police2h ago How Anthropic’s Dynamic Workflows Coordinate Claude Agents1h ago Dell’s AI partner ecosystem adapts to Silicon Valley’s build-it-yourself buyers1h ago Accessing OpenAI GPT models on Amazon Bedrock with global cross-Region inference in Thailand, Malaysia, Singapore, Indonesia, and Taiwan2h ago Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape1h ago OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters1h ago Manifold Steering from a Natural State is Effective and Generalizable, but Relies on Model Accuracy1h ago Microsoft Research Introduces StudentSim for AI Tutor Training1h ago Why Big Tech Is Borrowing Billions to Fund AI Spending1h ago Meet the Anthropic Engineer Keeping Its AI Agent Trustworthy1h ago Russia was not ready for the data center war it started with Ukraine2h ago

Business & Enterprise Finance2 min reading time

Can AI Keep Growing Exponentially? SemiAnalysis Makes the Case

Big TechnologyPublished 5 hours ago

Read the full article

SemiAnalysis founder Dylan Patel and technical staffer Jordan Nanos argue that AI compute demand far exceeds supply, with AI expanding into diverse economic sectors beyond current subscription models. They highlight challenges in infrastructure investment, market dynamics, and security issues within the AI industry.

#ai-infrastructure #anthropic #dylan-patel #gpu-cloud-providers #jordan-nanos #nvidia #semianalysis

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