Who's Who of AI

SemiAnalysis

675 trust @semianalysis_ · 149,292 followers
Why they matter

Tracked through public AI activity and peer connections inside the directory.

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What they're sharing

Articles & links

TokenBudgeting: Our Conversations with Enterprises on Token Spend Was Widespread TokenMaxxing Ever Really Here? https://t.co/tgNssBBGVk

TokenBudgeting: Our Conversations with Enterprises on Token Spend newsletter.semianalysis.com
AI Weekly's analysis →
  • Meta employees consumed over 60 trillion tokens in a 30-day window in early 2026, with one individual alone accounting for about 280 billion.
  • Monthly per-employee caps now range from $250 at an aerospace and defense manufacturer to $2,000 at Workday and Stripe, with no cross-industry consensus.
  • Ramp data cited by SemiAnalysis shows 99th percentile customers spend about $90,000 per employee per year while the median customer spends $136.
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View on Bluesky · ♥ 0 ↻ 0 ↩ 0 · 2 from the directory shared this · 42d ago

To learn more, check out our Datacenter Model, which covers BitDeer, and our AI TCO Model, which covers the economics of NeoClouds. 6/6🧵 https://t.co/wACjpkQLM8 https://t.co/EeBYF4i2ve

AI Cloud TCO Model semianalysis.com
AI Weekly's analysis →
  • SemiAnalysis's AI Cloud TCO Model covers Nvidia, AMD, Intel, and custom accelerators across cost of ownership per hour, inference cost per million tokens, and training cost per FLOP.
  • The $/hr calculation is built from upfront server capex, system power consumption, colocation and electricity costs, and cost of capital, wrapped in a three-statement financial model.
  • Detailed install base projections run through 2028 and vendor unit shipment estimates through 2034, aimed at operators, procurement teams, and equity and debt investors.
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View on Bluesky · ♥ 0 ↻ 0 ↩ 0 · 7d ago

Meta Compute: Everyone Wants To Be A Cloud Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon? https://t.co/RKHoW1Du89

Meta Compute: Everyone Wants To Be A Neocloud newsletter.semianalysis.com
AI Weekly's analysis →
  • Meta has contracted over 5GW of capacity across cloud and colocation, per SemiAnalysis, after nearly 10GW of deals since early 2024.
  • Meta is reportedly in final talks with Anthropic to host private Claude instances, akin to Bedrock or Vertex from rival hyperscalers.
  • SemiAnalysis pegs Meta's strategy as four-track: frontier training, 10x-plus ads recsys, Claude hosting, and SpaceX-style external rentals.
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View on Bluesky · ♥ 0 ↻ 0 ↩ 0 · 40d ago

You can keep adding renewables and still watch the usable headroom crumble away…GONE by 2027 as we point out in our latest newsletter. But now that represents the point when datacenter operators stop waiting around, and crank up onsite gas.🔥 (3/3) https://t.co/MsQ485wK5F

US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028? newsletter.semianalysis.com
AI Weekly's analysis →
  • SemiAnalysis projects 40GW+ of behind-the-meter datacenter capacity in the US by 2028, powering more than half of new datacenters that year.
  • PJM's 2027/2028 auction cleared 134,478 MW at a 14.4% reserve margin against a 20% target, with grid headroom turning negative by 2027.
  • ERCOT co-location filings total roughly 2,885 MW, including AWS at Comanche Peak (1,200 MW) and Crusoe's Goodnight Campus (525.5 MW).
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View on Bluesky · ♥ 0 ↻ 0 ↩ 0 · 40d ago