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SemiAnalysis

SemiAnalysis is a US research and consulting firm that analyzes the semiconductor and AI infrastructure industries.

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SemiAnalysis is a US semiconductor and AI infrastructure analysis firm founded by Dylan Patel. It publishes reports, subscription research and consulting on semiconductor supply chains, data centers, AI accelerators such as GPUs, and the cost of training and running AI models.

In the AI field, it is known for estimates of the compute capacity used by AI companies and the cost of serving their models.

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