Video breakdown
SemiAnalysis MOTS: AI Chip Shortages, SpaceX, China, Neoclouds, and more!
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
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.
The chapter discusses OpenAI's custom AI chip, codenamed Jalapeño.
Discussed alongside Groq as an inference provider in the chapter on inference providers.
Discussed alongside Cerebras as an inference provider in the chapter on inference providers.