The name is the button.

An agent writes the code now, and a human thumb hovers over Accept all a hundred times a day. The honest question of this decade is what, exactly, you just accepted. So I read the diff.

Eight years as a backend engineer in Stockholm, back in Tokyo since 2023, and I still ship something small most nights, usually badly. My one rule: the only real review of a model is the thing you built with it. That is why there is no leaderboard on this site.

Around a hundred and forty sources come through — the labs' own posts, the papers, the tools, the runtimes and languages nobody is watching yet, the chip under the demo, and the newsletters people actually forward. What is moving gets counted so the week reads at a glance, and every few days I explain one mechanism in plain words.

A story here is a headline, a short excerpt, one image and the link to whoever wrote it. We never reproduce the post; the images belong to their authors. A post written in Japanese appears in Japanese, exactly as it was published, and the link goes to the original.

— Yuki Halvorsen, Tokyo

← Accept All Archive

SemiAnalysisSilicon

The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference

11.05

In November 2025, we published a newsletter saying that Google is selling TPUs to external customers.

Chips & compute

Read at SemiAnalysis ↗

One letter a week, starting soon.

Latest

The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference

Related

SiliconThe Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout SemiAnalysis

SiliconDatacenters 2027: The Year of Acceleration, +50GW in a Single Year SemiAnalysis

SiliconHow GLM5.3 Sparse Attention Affects HBM Memory Usage SemiAnalysis

SiliconThe Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model SemiAnalysis

SiliconClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns SemiAnalysis

SiliconEveryone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree SemiAnalysis