3 ms·

That is.... actually a seriously meaty article from a blog I've never heard of. Thanks for the pointer.

• seatac76 11mo ago
  Semi analysis is great, they typically do semiconductors but reporting is top notch.
  • lanstin 11mo ago
    Wow, that was a good article. So much detail from financial to optical linking to build various data flow topologies. Makes me less aghast at the $10M salaries for the masters of these techniques.
• CSMastermind 11mo ago
  Semianalysis is great, def recommend following
• ipnon 11mo ago
  Dylan Patel founded Semianalysis and he has a great interview with Satya Nadella on Dwarkesh Patel's podcast.
• Numerlor 11mo ago
  This article about them got published just yesterday... https://news.ycombinator.com/item?id=46124883 https://news.ycombinator.com/item?id=46124883 There's a lot of misleading information in what they publish, plagiarism, and I believe some information that wouldn't be possible to get without breaking NDAs
  • girvo 11mo ago
    > I believe some information that wouldn't be possible to get without breaking NDAs …why would I care about this in the slightest?