SemiAnalysis is an independent research firm focused on semiconductors, AI compute and data center supply chains. Its forecasts and analysts have been cited in recent coverage: it expects global data center capacity additions to reach 51.2 GW in 2027, more than double this year's 25 GW, and analyst Joey Brookhart discussed what Anthropic's S-1 filing reveals about frontier-lab economics. Its work also surfaced in reporting on AI-generated code that engineers struggle to read.
Celestica posts strong Q3 as AI data center build-out acceleratesSemiAnalysis expects global data center capacity additions to reach 51.2 GW in 2027, more than double this year's 25 GW. Celestica reported strong third-quarter results on Oct. 26 and its shares rose 12%, with the article arguing it could grow faster than Nvidia on AI infrastructure spending.
Anthropic files S-1 with valuation seen at $1.5T to $2TAnthropic has filed its S-1 to list on Nasdaq, possibly trading next month at a valuation of $1.5 trillion to $2 trillion. On Decoder, SemiAnalysis analyst Joey Brookhart breaks down what the filing reveals about frontier-lab economics: complex finances built on very ambitious assumptions about AI's future.
AI now writing code humans can't understandAs developers lean more on generative AI, programmers are shifting from writing code to babysitting models. Some engineers say they can no longer understand AI-generated code, including OpenAI staff reviewing their own GPU kernel, raising concerns about skill atrophy.
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