✳flâneur — a map of the web's best reading

AI Value Capture - The Shift To Model Labs

newsletter.semianalysis.com · 5,551 words · saved by 1 readers

A day in AI now feels like a year in any other industry. TSMC, Vera Rubin VR NVL72: V for Value

AI Value Capture - The Shift To Model Labs Vera Rubin VR NVL72: V for Value - Rubin delivers a step jump in performance per TCO. ROI accruing to users, Neoclouds, Hyperscalers, AI Labs, Memory Vendors or GPU Manufacturers? Daniel Nishball , Dylan Patel , Cheang Kang Wen , and 6 others May 01, 2026 ∙ Paid 317 30 Share A day in AI now feels like a year in any other industry. Model releases, software breakthroughs, and hardware improvements are compressing multi-year cycles for any other industry into weeks. Over just the past few months, agentic AI has crossed a real inflection point, driving a

Explore this link on the map →

related reading