SemiAnalysis (@SemiAnalysis_)

Today we’re releasing GDPx, a benchmark for measuring agentic capabilities across the most valuable domains. GDPx is a true frontier-level benchmark: even the best model scores just 12% (1/7)🧵 ...

ANTHROPIC WILL BE AN AMD CUSTOMER, ACCORDING TO THE PUBLIC GITHUB OF AMD’S SENIOR DIRECTOR OF AI 🚨🚨 We explain the GitHub code and nuances below👇️ 1/4🧵 ...

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, lea...

People think AI inference margins are a race to the bottom. Anthropic's gross margins were -94% in 2024. MiniMax was -25%. The narrative made sense (1/5)🧵 ...

DeepSeek released another model: this time, it is able to do what most reasoning models can't. Below we explain how they did this 🧵👇 1/6 ...