Reyk Knuhtsen
Analyst
Reyk Knuhtsen is an analyst at SemiAnalysis specializing in robotics and the intersection of AI with real-world automation. Covering emerging trends in compute for embodied AI, sensor integration, and the shifting hardware stacks powering next-gen robotics across industries.
Reyk holds a Bachelor of Arts degree in Economics from the University of Arizona, Eller College of Management and a Master of Science in Economics from the University of Valencia.
Reyk Knuhtsen
Analyst
Reyk Knuhtsen is an analyst at SemiAnalysis specializing in robotics and the intersection of AI with real-world automation. Covering emerging trends in compute for embodied AI, sensor integration, and the shifting hardware stacks powering next-gen robotics across industries.
Reyk holds a Bachelor of Arts degree in Economics from the University of Arizona, Eller College of Management and a Master of Science in Economics from the University of Valencia.
Articles by Reyk Knuhtsen:
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Robotics Levels of Autonomy
Single-Purpose Robots Automating Hundreds Of Jobs, Pick And Place With Low Autonomy Is Expensive, General-Purpose Autonomy Navigating And Inspecting Large Sites, Targeting Low-Skill Labor In Early Pilots With Promise, Autonomy Capable Of Any Task In Research
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Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment
UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Chillers, Cooling, Pumps, OEM & ODM Supply Chain, Lasers, Softbank Impact, Nvidia Balance Sheet Usage
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The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRR
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America Is Missing The New Labor Economy – Robotics Part 1
China's Dominance Playbook, General Purpose Robotics Is The Holy Grail, Robotic Systems Breakdown, Supply Chain Hardships, The West Is Positioned Backward And Covering Their Eyes, China's Clear Path to Full Scale Automation, Call For Action
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Datacenter Anatomy Part 2 – Cooling Systems
L2A, L2L, Immersion, Two-Phase, Google vs Meta vs Microsoft vs Amazon Water Cooling Design, WUE, PUE, Nvidia Rubin Power & Cooling Architecture
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DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
H100 Pricing Soaring, Subsidized Inference Pricing, Export Controls, MLA
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OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers
Money Rules Everything Around Me, The Real Numbers Behind Stargate, Lancium, Abilene Texas, Crusoe, Oracle, Cost Breakdown, Arm Is Fake News
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2025 AI Diffusion Export Controls – Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
Malaysia's Stranded Capacity, Western Hyperscale Strength, AI Accelerator Restrictions, India Brazil Middle East Concerns, Sovereign AI Killed, VEU Restrictions and Implications, Compute Budget, Open-Source Creating Lower Bound, Model-Weights Controlled
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MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive
Training Performance, User Experience, Usability, Nvidia, AMD, GEMM, Attention, Networking, InfiniBand, Spectrum-X Ethernet, RoCEv2 Ethernet, SHARP, Total Cost of Ownership
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Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
AI Lab Synthetic Data Infrastructure, Inference Tokenomics of Test Time Compute, The Data Wall, Evaluations are Broken, RLAIF, Inference Time Search, Scale Needed More Than Ever
