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AI Demand Strong, Memory Prices Will Go Up and AI Model Profits are Proven

Semianalysis AI Value Capture – The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. Vera Rubin VR NVL72: V for Value – Rubin delivers a step jump in performance per TCO. ROI is going more … Read more