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SemiAnalysis gets deep into the weeds on graphics processing units, from the base of the supply chain to the end-users building the AI models that require so many specialized chips.
AdvertisementThe team consists of people across the entire supply chain, geographically and technically.
So we have the entire view of the supply chain, from manufacturing, up to models.
The other place I like to look a lot is random suppliers that are very small in niche parts of the supply chain, or suppliers of suppliers.
Persons:
—, Jensen Huang isn't, Dylan Patel, SemiAnalysis, Sam Altman, Patel, Sundar, Altman, Blackwell, Nvidia's, They've, they're
Organizations:
Service, intel, Google, Business, BI, Nvidia, Microsoft, AMD, Meta
Locations:
US, Japan, Singapore, Taiwan, France