SemiAnalysis

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SemiAnalysis, mentioned 10 times across podcast episodes and expert conversations analyzed by Sonic.

What SemiAnalysis has said

There are rumors that SemiAnalysis has recently surpassed $100 million in revenue.

bullish·Sean

SemiAnalysis employs 90 people, consisting of technologists, engineers, and former hedge fund professionals.

neutral·Dylan Patel

SemiAnalysis expects the total value of donated hardware for its InferenceX project to exceed $100 million after launching TPU and training benchmarks.

bullish·Dylan Patel

There are rumors that SemiAnalysis has recently surpassed $100 million in revenue.

SpeculativeSeanJun 30

SemiAnalysis employs 90 people, consisting of technologists, engineers, and former hedge fund professionals.

Expert perspectiveDylan PatelJun 30

SemiAnalysis expects the total value of donated hardware for its InferenceX project to exceed $100 million after launching TPU and training benchmarks.

Expert perspectiveDylan PatelJun 30

SemiAnalysis has received over $50 million worth of donated hardware for its InferenceX benchmarking project from partners including CoreWeave, Crusoe, Oracle, Microsoft, Amazon, Google, and OpenAI.

Expert perspectiveDylan PatelJun 30

There are rumors that Dylan Patel, founder of SemiAnalysis, might start a venture fund.

SpeculativeSeanJun 30

There are rumors that the research company SemiAnalysis recently surpassed $100 million in revenue.

SpeculativeSeanJun 30

According to SemiAnalysis, a significant part of NVIDIA's competitive moat is derived from the optimization work done by researchers like Tree Dao within the NVIDIA ecosystem.

Expert perspectiveMARK MANDELSKIApr 3

Wall Street estimates for hyperscaler CapEx are far too low based on SemiAnalysis's data center tracking.

Expert perspectiveDylan PatelApr 2

SemiAnalysis tracks all 1,500 semiconductor fabrication plants (fabs) in the world.

Expert perspectiveDylan PatelApr 2

SemiAnalysis's primary customers include all hyperscalers, the largest semiconductor companies, private equity firms, and hedge funds.

Expert perspectiveDylan PatelApr 2

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