SemiAnalysis · Sep 11, 2026 · 1:04 PM ET
The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet
Rules judge pick: Infrastructure item; Topics: chips, policy; Source: SemiAnalysis.
0 to 100: how useful this is for building or owning income-producing assets, digital or physical. Not a rating of how big the news is.
The Programmable Data Center — Evan Conrad, SF Compute
Minimum lot sizes, Boeing’s next 737 MAX, Fervo short sellers, Figure AI’s training data, and more.
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
From GPU trading to physical settlement, independent markets, and programmable compute
Icon’s fundraising, employment in China’s solar industry, grid-scale battery reliability, Tesla’s flying roadster, and more.
Propane in air conditioners, Anduril making submarine parts, nuclear reactors on the moon, the robotic hand landscape, and more.
A Senate permitting reform bill, the potential of Tesla’s Cybercab, the Navy’s $200 billion worth of shipyard renovations, returning a SR-71 to service, and more.
ASML’s lack of European sales, a California distributed power plant, Starlink as a planetary barometer, and more.
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
AirBnB’s housing accelerator, rising steel prices, a resurgence of US coal power, low-head dams, and more.
City permitting speeds, more efficient ground source heat pump drilling, an Amazon Air crash in Miami, cooling paint, and more.
SpaceX’s turbine blade factory, Fervo’s deal with Google, Delhi’s cheap metro, why recycling is overrated, and more.
Sinking London homes, US magnesium manufacturing, the World Humanoid Robot games, catastrophic flooding in Nepal, and more.
