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https://semianalysis.com/industrials-model/(semianalysis.com)This page presents a model for mapping the definitive datacenter supply chain. It offers analysis from both the demand side, looking at the total addressable market, and the supply side, tracking over 500 suppliers. The model also includes a supply-demand reconciliation to analyze market imbalances and revenue. The broader site provides research and tools related to AI infrastructure, including accelerators, AI cloud TCO, AI networking, and GPU pricing. This information is aimed at bridging the gap between the semiconductor industry and business applications.
0 points•by will22•3 days ago