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Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
Claude Code Rising: https://semianalysis.com/institutional/claude-code-adoption-note/ and https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point
CPUs are back: https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu
Memory Mania: https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Claude Fast: https://x.com/SemiAnalysis_/status/2020922445989822709?s=20
Agent Swarms: https://x.com/SemiAnalysis_/status/2021283054019330194?s=20
Taiwan: https://x.com/SemiAnalysis_/status/2021222800707538980?s=20
Seedance2: https://x.com/kirkinator_sol/status/2012588116536631778?s=20 , https://docs.google.com/document/d/1du1Ld94b1d2TU4maYIcU-K6v405iWoYTILnO9ipsEXQ/edit?tab=t.0
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By Jordan Nanos, Doug O'LaughlinClaude Code Rising: https://semianalysis.com/institutional/claude-code-adoption-note/ and https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point
CPUs are back: https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu
Memory Mania: https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Claude Fast: https://x.com/SemiAnalysis_/status/2020922445989822709?s=20
Agent Swarms: https://x.com/SemiAnalysis_/status/2021283054019330194?s=20
Taiwan: https://x.com/SemiAnalysis_/status/2021222800707538980?s=20
Seedance2: https://x.com/kirkinator_sol/status/2012588116536631778?s=20 , https://docs.google.com/document/d/1du1Ld94b1d2TU4maYIcU-K6v405iWoYTILnO9ipsEXQ/edit?tab=t.0