SemiAnalysis news
The latest SemiAnalysis news, : 300+ US data center moratoriums have delayed only three projects, analysis finds.
6 stories mentioning SemiAnalysis since 13 September 2026, newest first, each with its sources and discussion. Follow to see new ones on your front page.
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300+ US data center moratoriums have delayed only three projects, analysis finds
SemiAnalysis reported that more than 300 local data‑center construction moratoriums, covering roughly 20 GW of capacity, have so far delayed only three projects – about 2.3 GW of the 21 GW located in moratorium zones.…
1 sourceTom's Hardware -
Cerebras stock falls nearly 20% after Nvidia to power OpenAI model
Cerebras Systems shares dropped almost 20% this week, hitting their lowest price since the May IPO, after a report that Nvidia will supply GPUs for OpenAI's new GPT-6.1 Sol model. The decline follows the expiration of…
3 sourcesCNBC Technologyfinance.yahoo.com -
Deepseek releases open-source TileLang for Huawei Ascend chips
Deepseek and Huawei announced a collaboration to develop open-source software for Huawei’s Ascend AI chips, including TileLang, a programming language designed as an alternative to Nvidia’s CUDA. The release includes…
4 sourcesTom's Hardwarethedailyupside.comThe Decoderreuters.com -
SemiAnalysis releases ClusterMAX 3.0 rating 77 GPU cloud providers
SemiAnalysis published ClusterMAX 3.0, a rating of GPU cloud (neocloud) providers. The report covers 77 providers, expanding its market view to 323 providers, up from 209, 169, 124 in previous versions. Over 200…
1 sourceSemiAnalysis -
Mixture of experts reshapes inference compute and data movement pipelines
Mixture‑of‑Experts (MoE) models have altered the architecture of inference services beyond simply adding parameters. Inference now runs in a cluster managed by orchestration layers such as NVIDIA Dynamo or Mooncake,…
1 sourceSemiAnalysis -
Nvidia Rubin Ultra shifts to 8-hi HBM; 4-hi stacks emerge as inference cost optimum
SemiAnalysis reports a structural shift in AI hardware design, marking the end of the trend toward ever-increasing High Bandwidth Memory (HBM) density per chip. Nvidia’s upcoming Rubin Ultra accelerator will feature…
1 sourceSemiAnalysis
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What is the latest SemiAnalysis news?
As of 18 October 2026: 300+ US data center moratoriums have delayed only three projects, analysis finds. SemiAnalysis reported that more than 300 local data‑center construction moratoriums, covering roughly 20 GW of capacity, have so far delayed only three projects – about 2.3 GW of the 21 GW located in moratorium zones.