Discover & Read Articles Without Distractions

Find and explore trending articles from around the web in a clutter-free reading mode.

Sign up for a free account and get the following:
  • Save articles and sync them across your devices
  • Get a digest of the latest premium articles in your inbox twice a week, personalized to you (Coming soon).
  • Get access to our AI features
    • Sign In With Google Sign Up With Email

    Articles from "semianalysis.com"

    Economics

    Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment – SemiAnalysis

    semianalysis.com • Economics • World

    This analysis examines the impact of President Trump's sweeping tariffs on the global AI infrastructure buildout, particularly focusing on the semiconductor and datacenter sectors.

    Tariffs Trade AI semiconductors SupplyChain

    Technology

    Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions – SemiAnalysis

    semianalysis.com • Technology • World

    Microsoft has significantly slowed its datacenter expansion plans, freezing 1.5GW of self-build projects and halting new leasing activities, impacting equipment suppliers and the broader AI infrastructure market.

    Microsoft Data Centers cloud computing Infrastructure AI