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Long-form 2026-09-24 · 05:20 ET
SemiAnalysis — ClusterMAX 3.0: Nebius platinum, rankings, financing
Ep.033: 77 providers ranked; Nebius joins CoreWeave platinum; Google gold; Azure/AWS down; GPU-hour backwardation; NVDA backstop ~$588bn→$2tn; SLAs.
asr SemiAnalysis Weekly · Nebius · CoreWeave · Oracle
Long-form 2026-09-16 · 05:20 ET
SemiAnalysis Ep.031 — pacing may eat more compute, not less
Emergency ep on Amodei pacing: OpenAI CoT monitoring ~20% of rollup compute; safety spend likely raises, not cuts, infra demand; HF as shot across bow. [asr]
asr SemiAnalysis Weekly · Anthropic · OpenAI · Hugging Face
Long-form 2026-09-14 · 13:00 ET
SemiAnalysis Weekly: why 4-Hi HBM may win on inference economics
Metadata-only capture of SemiAnalysis Weekly Ep. 030: Myron Xie and Jordan Nanos on Rubin Ultra shipping 192GB HBM versus a 1TB preview, supply-driven decontenting, and why less memory per chip can still be the right call.
metadata-only SemiAnalysis Weekly · NVIDIA · SemiAnalysis
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Long-form · Mon, 14 Sept 2026 · 13:00 ET

SemiAnalysis Weekly: why 4-Hi HBM may win on inference economics

Metadata-only capture of SemiAnalysis Weekly Ep. 030: Myron Xie and Jordan Nanos on Rubin Ultra shipping 192GB HBM versus a 1TB preview, supply-driven decontenting, and why less memory per chip can still be the right call.

metadata-only Myron XieJordan Nanos NVIDIASemiAnalysis Source ↗
Venue: SemiAnalysis WeeklyHost: Jordan NanosPublished: Mon, 14 Sept 2026 · 13:00 ET

Abstract

Myron Xie and Jordan Nanos discuss NVIDIA's Rubin Ultra HBM configuration: a preview once pointed at 1TB per package while the part that ships is described as carrying 192GB. Show notes frame the cut as supply-driven rather than performance-driven, and argue that shipping less memory per chip can still be the correct economic choice — "for the first time in recent memory," a next flagship with less capacity than what it replaces. Related newsletter title: Long Live the Short King: Why 4-hi HBM Wins. Full transcript not processed this pass; theses and key math deferred until a transcript or ASR treatment.

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