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Picture this: the eighth generation of our Tensor Processing Units ↓ #GoogleCloudNext

Growing confidence TPU 8t is MTK not Broadcom. I know it’s not consensus since it was expected to be an inference chip.

We told you in 2023

TPU 8t, optimized for training and TPU 8i, optimized for inference. Looking good!

.@cerebras data centers are live across North America. More are coming in Europe. Here's a quick peek inside one of several new facilities under construction in Toronto, Canada. Racks and racks and racks of CS-3s. The fastest AI in the world, delivered across the world.

Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…

this guy and his analogies @dnishball

Jensen name-dropped me in the keynote and posed with our belt. He has a physical belt too but they just showed the pic Intially I made fun of the 35X perf improvement being bogus, I thought it was an exaggeration of performance Turns out he was sandbagging, and perf is 50x

PCBs are a strong early-market indicator, but for even more forward-looking insight, we monitor Taiwanese production of PCB manufacturing equipment. (1/2) 🧵

Every Korean has a little Bill Hwang inside themselves. Right, @jukan05?

Bible-level analysis from us on $NVDA 's Rubin NVL 72 and many other stuff, led by @thecopperwei and @dylan522p Must read. newsletter.semianalysis.com/…

Taiwan Semiconductor Manufacturing Company

Drill bits, back-drilling machines, and PCB support plates are all in shortage due to high demand. This backdrop directly benefits Taiwanese players such as ToPoint (8021 TT), Ta Liang (3167 TT), Aurona (8074 TT), and KeyWare (5498 TT), as well as global peers including Mitsubishi (7011 TYO), Schmol (SMOL SS), and DTech (301377 CH). Equipment lead times are already around three months, with current orders effectively filling capacity through the first half of this year, underscoring tight supply and strong pricing power. (3/3)

Ta Liang probably the best imo.

This is why dram costs so much

Crazy diss from Anthropic aimed at OpenAI for introducing ads in ChatGPT Who is running the Ads department at Anthropic??

So inaccurate! Contact sales@SemiAnalysis.com for the networking model that contains the correct information on networking content supplier and specs.