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Video breakdown

SemiAnalysis MOTS: AI Chip Shortages, SpaceX, China, Neoclouds, and more!

MAMatthew Berman25 Sept 20264 tools mentionedWatch on YouTube

Matthew Berman showed 4 AI tools in this video on . 2 are verified available in the EU. Each row below jumps to the exact second. Part of week 2026-39.

Tools shown in this video, with timestamps

Timeline · 4 moments
0:0045:50
  1. C3ClusterMAX 3.0SemiAnalysisAvailable in EU

    SemiAnalysis's rating system for GPU cloud (neocloud) providers. Chapters cover how clouds are ranked, how providers are tested, the ratings, and the backlash, with CoreWeave and Nebius highlighted in the rankings.

  2. OJOpenAI Jalapeño ChipOpenAIUnverified

    The chapter discusses OpenAI's custom AI chip, codenamed Jalapeño.

  3. CECerebrasCerebrasAvailable in EU

    Discussed alongside Groq as an inference provider in the chapter on inference providers.

  4. GRGroqGroqUnverified

    Discussed alongside Cerebras as an inference provider in the chapter on inference providers.