Unverified50% confidenceFactExact time

SemiAnalysis employs a "bottom-up" analytical approach, estimating laboratory compute scale and training progress by tracking supply chain data such as NVIDIA chip shipments, TSMC wafer capacity, and data center power procurement contracts.

1

Sources

50%

Confidence

Long-term

Relevance

9/2/2026

First Seen

Sources

Why Are AI Labs Sitting on Their Most Powerful Models? Dylan Patel's Deep Dive Into the Logic Behind It

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