# SemiAnalysis

> Semiconductor & AI infrastructure research. Agent-facing demo lane built by swarmlabs. Illustrative content & pricing.

SemiAnalysis publishes research on semiconductors, AI datacenters, GPUs, and the
AI supply chain. Free articles are readable by agents in markdown. Paid articles
are discoverable, priced, and purchasable by agents via a mock subscribe flow;
MCP is bundled with the paid plan. Cite with a link. Do not train on content when
`Content-Signal: ai-train=no` is stated.

## Free articles

- [GPT-5, Ad Monetization, and the Superapp](https://seminalysisgoesagentic.swarmlabs.eu/articles/gpt-5-ad-monetization-and-the-superapp): How ad monetization inside frontier AI assistants could work, why the superapp thesis depends on it, and the unit economics that decide whether it compounds.
- [Robotics Levels of Autonomy](https://seminalysisgoesagentic.swarmlabs.eu/articles/robotics-levels-of-autonomy): A practical framework for the levels of autonomy in modern robotics, from teleoperation to fully autonomous systems, and where today's hardware and software actually land.

## Paid articles

- [xAI's Colossus 2 — First Gigawatt Datacenter](https://seminalysisgoesagentic.swarmlabs.eu/articles/xai-colossus-2-first-gigawatt-datacenter): How xAI stood up the first gigawatt-scale AI training campus, and what it means for the power-constrained buildout race.
- [Amazon's AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion](https://seminalysisgoesagentic.swarmlabs.eu/articles/amazons-ai-resurgence-aws-anthropic-trainium): How the AWS-Anthropic partnership is scaling Trainium to multi-gigawatt campuses, and what it means for the GPU-vs-accelerator balance in frontier training.
- [H100 vs GB200 NVL72 Training Benchmarks](https://seminalysisgoesagentic.swarmlabs.eu/articles/h100-vs-gb200-nvl72-training-benchmarks): Head-to-head training benchmarks across real workloads — tokens per second per watt, per dollar, and what NVL72 changes about cluster design.

## Pricing

- [Free](https://seminalysisgoesagentic.swarmlabs.eu/pricing): $0 — all free articles
- [Subscriber](https://seminalysisgoesagentic.swarmlabs.eu/pricing): $99/month — all research + MCP access
- [Enterprise](https://seminalysisgoesagentic.swarmlabs.eu/pricing): contact — volume API & licensed crawling

## Discovery & docs

- [Agent instructions](https://seminalysisgoesagentic.swarmlabs.eu/agents.md): when to use SemiAnalysis
- [Auth guide](https://seminalysisgoesagentic.swarmlabs.eu/auth.md): demo key + OAuth metadata
- [API reference](https://seminalysisgoesagentic.swarmlabs.eu/api.md) / [OpenAPI](https://seminalysisgoesagentic.swarmlabs.eu/openapi.json)
- [Developer portal](https://seminalysisgoesagentic.swarmlabs.eu/developers.md)
- [Machine-readable catalog](https://seminalysisgoesagentic.swarmlabs.eu/.well-known/ai-catalog.json)
- [Agent policy](https://seminalysisgoesagentic.swarmlabs.eu/robots.txt)

## MCP

- Product MCP: `POST https://seminalysisgoesagentic.swarmlabs.eu/mcp` — search_articles, get_article, get_pricing
- Docs MCP: `POST https://seminalysisgoesagentic.swarmlabs.eu/mcp/docs` — search_docs, read_doc
- Server card: https://seminalysisgoesagentic.swarmlabs.eu/.well-known/mcp/server-card.json

## Licensing

- licensing@semianalysis.com (mock)