#SemiAnalysis says users call #IREN's ($IREN) Prince George and Mackenzie data centers the industry's worst
@aistockwire.bsky.social
@aistockwire.bsky.social#SemiAnalysis says users call #IREN's ($IREN) Prince George and Mackenzie data centers the industry's worst
@petergjones.bsky.social#SemiAnalysis on AI subscription plans.
NOTE WELL: subscriptions seem to have enormous subsidies.
Claude subscriptions -> 10% of revenue, 42% of compute.
$200/month Claude plan -> ~$2.5K to ~$12.5K API value.
@petergjones.bsky.socialA serious read from Dylan Patel at #SemiAnalysis
open.substack.com/pub/semianal...
@petergjones.bsky.socialAnother meaty post on #HBM trends from #SemiAnalysis. It's not a quick read, but it's worth the effort. Remember, #HBM demand is driving #DRAM costs for everyone.
open.substack.com/pub/semianal...
@cryptofox.newsBig news in tech research! 🚀 SemiAnalysis has acquired Citrini Research. Founder James van Geelen will stay on as CEO for now, and Citrini will keep some independence. Details on the price are still under wraps. #SemiAnalysis #CitriniResearch #TechAcquisition #AI #Semiconductors