{"id": "semianalysis", "name": "SemiAnalysis", "kind": "person", "bio": "", "updated_at": "2026-10-19", "source": "Hourahead /p/semianalysis", "claims": [{"headline": "SemiAnalysis 称 2027 年数据中心加速，单年新增 50GW、在建 60GW、年内已签 1.3T 租赁合同", "published_at": "2026-10-19T06:34:54.000Z", "source_url": "https://x.com/SemiAnalysis_/status/2112069964131713517", "event_id": "ev_claim_6de1870fc1", "origin_kind": "post", "role": "独立研究者", "theme": "资本与产业"}], "threads": [{"object": "nvidia", "title": "英伟达", "headline": "SemiAnalysis 称 NVIDIA 通过 vLLM 上游优化在 2.8T Kimi K3 上实现 423 tok/s/user，同硬件快 1.68x（DeepSeekv4.1）", "published_at": "2026-10-18T01:15:06.000Z", "source_url": "https://x.com/SemiAnalysis_/status/2111627094878790023", "role": "转述"}, {"object": "zhipu", "title": "智谱", "headline": "SemiAnalysis 转述：GLM 5.3 的最大跃升完全来自 post-training", "published_at": "2026-10-17T23:13:24.000Z", "source_url": "https://x.com/SemiAnalysis_/status/2111596469597712791", "role": "转述"}, {"object": "openai", "title": "OpenAI", "headline": "SemiAnalysis 调侃若 GPT-7 达到 AGI，OpenAI 或可弃用 Broadcom 自研 224G SerDes 与供应链", "published_at": "2026-10-17T03:03:56.000Z", "source_url": "https://x.com/SemiAnalysis_/status/2111292099068928496", "role": "KOL"}]}