SemiAnalysis Events

AI Infra Summit is the only place in the industry where every layer of the stack is in the same room.

Now in its ninth year, the summit brings together 8,000 people who are already building the infrastructure AI runs on: the chips, the interconnects, the data centres, the networking layers, the storage. Three days in Santa Clara to calibrate against peers working at the same scale, see what is actually launching, and understand where the industry is heading.

The event runs September 15-17, 2026 at the Santa Clara Convention Center.

An evening with General Catalyst and SemiAnalysis. The people building the AI compute stack.

A private evening from SemiAnalysis and BTG Pactual in San Francisco, running 7:00 to 9:00 PM PDT.

Seats are limited and registration is subject to host approval.

Datacloud USA, co-located with Metro Connect Fall, is the only deal-making event that brings together decision makers across data centers, hyperscalers, fiber, neoclouds, energy, finance & public sectors.

As data centers scale to meet surging AI, edge, and cloud demand, the tension between open standards and highly customized rack and power infrastructure is becoming a critical engineering challenge. In this webinar, Legrand explores how organizations can leverage the standardization and efficiency of OCP while still meeting unique power, thermal, and spatial constraints that modern workloads impose.

An invite-only evening bringing the AI and semiconductor world together against the New York skyline. SemiAnalysis is hosting an exclusive after-hours gathering for AI and semiconductor enthusiasts.

Come join our New York team, where our President, Doug O’Laughlin, and our analyst teams will be present and ready to have a good conversation.

Invite-only. Doors at 7:00 PM EDT at Tara Mor, 150 W 30th St, New York. Registration is subject to host approval.

A wreck in the jungle: vines, skulls, stone ruins, dark rum, low light, and everyone we love right in the middle of it.

Drinks on us. Dress in black, and a little gold. Doors at 6:30 PM PT; get on the list for the full location.

Sincerely, MTS and SemiAnalysis.

SemiAnalysis is a Gold Sponsor of the LaunchPad Symposium at NUS Acacia College.

Our team will be presenting on AI Infrastructure and Deployment and hosting a booth throughout the event to connect with students, founders, and industry leaders. We are excited to engage with Singapore’s growing AI and tech ecosystem and support the next generation of innovators coming out of the LaunchPad Challenge.

Join WEKA and SemiAnalysis for a candid, invitation-only 45-minute conversation on the AI trends reshaping financial services. Val Bercovici, Chief AI Officer at WEKA, and Doug O’Laughlin, President of SemiAnalysis, will cut through the noise on where AI is delivering real outcomes, where infrastructure is the limiting factor, and what the smartest teams in the industry are building for the next 12-24 months.

This isn’t a product briefing. It’s the conversation your peers are having behind closed doors, and you’re invited.

The AI compute landscape is shifting. Leading frontier labs are no longer building on a single chip. They’re architecting multi-vendor stacks, and AMD is increasingly central to how the most ambitious teams scale training.

Join us for an evening of candid conversation with the operators and analysts who are living this transition firsthand. Our confirmed speakers include:

Jeff Tatarchuk, Co-Founder & Chief Growth Officer, TensorWave

Dylan Patel, Founder, SemiAnalysis

More speakers to be announced

From hyperscalers to AI labs: how new players are shaping the next generation of AI infrastructure.

The program: an in-depth discussion featuring Jeremie Eliahou Ontiveros, from SemiAnalysis, and Adam Levine, from Data4, decoding how frontier labs like OpenAI and Anthropic are redefining datacenter architecture, location, and deployment models.

We’ll cover topics ranging from site selection and latency-sensitive inference to ultra-high-density facilities optimized for token economics, power delivery, and rapid, flexible scaling.

RAISE is the world’s leading AI summit, where 9,000 top AI leaders and C-suite executives from global corporations gather to learn, debate, and accelerate their AI transformation. Bringing together the full ecosystem, enterprises, startups & scaleups, investors, and public policymakers, it is the definitive platform to move from AI ambition to real-world strategy and measurable impact.

MACHINA is Europe’s leading event dedicated to Physical AI: artificial intelligence that operates in the real world through machines like humanoid robots, industrial automation systems, and advanced human-machine interfaces. It debuted in Paris on July 7, 2026, bringing together the people building and deploying intelligent physical systems.

The event focuses on how AI is moving beyond software into robots and autonomous systems that can see, move, and interact with their environments. Topics include humanoid robotics, industrial automation, robot training through simulation and data, and the AI brains that power real-world machine intelligence. The program features expert talks, live demos, system showcases, and curated one-to-one meetings.

MACHINA is designed for founders, engineers, industrial leaders, investors, researchers, and policymakers working in robotics and embodied AI. Its goal is to accelerate the Physical AI ecosystem by connecting builders, operators, and funders in a setting built for meaningful collaboration and real partnerships.

Applications are open: RAISE Summit Hackathon, the world’s largest AI Hackathon, powered by Cursor.

In partnership with Cerebral Valley, the RAISE Summit Hackathon brings together the world’s top developers to solve high-stakes business problems. Over two days in Paris, ideas become demos, and demos become momentum. Build on-site or join remotely. Either way, this is your chance to ship something real alongside the best builders in AI.

Keynote: The AI Compute Race: Where Southeast Asia Stands in the Global HPC Landscape.

As AI adoption accelerates globally, competition for compute capacity is intensifying across the US, China, and the Middle East, with massive investments in GPUs, energy systems, and AI-ready data centers.

This session explores Southeast Asia’s position in the global HPC landscape, examining how Singapore, Johor, and Batam are emerging as key infrastructure hubs and whether the region can evolve from a supporting node into a strategic AI compute center.

SemiAnalysis is hosting AI Lumina, an invitation-only evening at Computex 2026. You’ve heard about what happens on the other side of the looking glass.

This is your invitation through it.

Come join SemiAnalysis at Cannes for a night to remember at Datacloud Global Congress, Cannes.

We look forward to connecting with you all under the beautiful Cannes sky and talking more about how datacenters continue to be the heart of the AI infrastructure.

Our very own Jeremie Eliahou Ontiveros and Reyk Knuhtsen will be more than happy to connect with you all. Please register, approved attendees will be admitted.

The race to build AI has created an unprecedented demand for computing power. Data centers are delayed. GPUs are hoarded. Startups desperate for capacity are cutting deals with the companies that have it, like Cursor’s partnership with xAI.

Join us for a conversation with three people navigating different sides of this challenge: Sachin Katti, who oversees compute strategy at OpenAI and managed the Stargate buildout; Anj Midha, an early Anthropic investor who founded Amp to give smaller companies access to compute; and Jeremie Eliahou Ontiveros, a data center analyst at SemiAnalysis tracking delays and capacity across the industry.

We’ll explore what the compute crunch actually looks like on the ground, whether data center delays are as bad as rumored, how hardware diversity is reshaping the market beyond NVIDIA, and what startups can build to solve the infrastructure problems AI companies face today.

Join industry leaders from top two-phase DLC liquid cooling companies at the OCP Summit for an insightful discussion on revolutionizing AI infrastructure. Panelists will explore how two-phase cooling technologies deliver superior heat management, energy efficiency, and scalability for high-density AI deployments, addressing the evolving demands of next-generation data centers.

At Milipol TechX 2026, we’ll be presenting on:

A Full Stack Tour of the New AI Era: our no-fluff breakdown of the compute, storage, and software stack that defines who wins in the AI stack.

Tokenmaxxing for Cybersecurity: joining Val Bercovici to discuss the breakdown of AI inference performance which shapes your security posture.

The SemiAnalysis Tokenomics team is hosting a casual evening of good food and great drinks. Come to connect in person and hangout.

This is a closed, token-gated event. Only approved attendees will be let in.

Handling Hardware Failures During Training: A Comparative Analysis of Fault Tolerant Training Frameworks.

At scale, hardware failures become a statistical certainty in distributed training. Mean Time Between Failure (MTBF) decreases rapidly with cluster size, dropping from 7.9 hours at 1,024 GPUs to just 1.8 hours at 16,384 GPUs (Meta FAIR Research). At the same time, the cost of each failure is significant: even a single network link flap or GPU fault can cause stalls, timeouts, and eventually crash an entire job, leaving expensive clusters idle.

This webinar presents a technical comparison of three runtime resiliency strategies for distributed training. The first, checkpoint/restart, periodically saves training state to persistent storage and recovers from failures by restoring the last checkpoint and recomputing lost work. The second, live GPU migration, intercepts failures and transfers training state to spare accelerators, resuming at the same step after a short pause. The third reduces the active world size by dropping the impacted replica group, allowing training to continue immediately with altered training semantics.

Join us to wrap up the PyTorch Conference with a GPU MODE x PyTorch IRL hackathon. You can expect:

On-site LLM speedruns alongside researchers and engineers working with frontier AI.

Access to NVIDIA Blackwell Ultra from Verda and Hopper from Sesterce.

Tasks on ML systems optimizations for large-scale, distributed training.

Talks from PyTorch (Helion), Prime Intellect, and more.

Production AI won’t consolidate around a single architecture, a single vendor, or a single cloud.

The Beyond Summit is where TensorWave brings together the builders reshaping AI infrastructure: engineers shipping models, researchers tuning performance, and leaders designing systems that change fast.

This is the community building for the reality ahead: ROCm is maturing, AMD Instinct GPUs are scaling in production, and heterogeneous systems are no longer theoretical. They’re a necessity.

SemiAnalysis x Meter presents Meter and Mingle: an OFC ’26 Happy Hour.

Drinks. Real conversations. The people actually building AI infrastructure.

SemiAnalysis and Meter are hosting a happy hour during OFC ’26 for folks across networking, optics, and large-scale compute. Come for drinks, food and fun connections after a long day on the floor.

SemiAnalysis x Fluidstack is kicking off GTC with Power to Prefill, Dirt to Decode, Transformers to Transformers: A Full-Stack AI Infrastructure Hackathon.

This is a 48-hour hackathon that spans the entire AI infrastructure stack, and we mean the entire stack. Most hackathons start at the API layer. This one starts at the dirt.

Whether you’re building tools for land permitting, optimizing power delivery, automating hardware procurement, orchestrating GPU clusters on SLURM, fine-tuning models, or shipping AI applications, there’s a place for you here.

The next wave of breakthroughs won’t come just from better models, but from reimagining every link in the chain that turns raw land into decoded tokens, megawatts into prefill, and electrical transformers into transformer models.

Civil engineers, systems programmers, ML engineers, and everyone in between are welcome. Fluidstack will issue compute grants, including Claude API credits and managed GPU cluster access, so you can build something real, solo or as a team.

Note: Luma approval is required for attendance of this event. QR codes will be scanned.

Win an exclusive hardware prize from NVIDIA: a DGX Spark for first, second, and third place, plus credits from Thinking Machines, Cursor, Morph, Cognition, and Windsurf, and one year of Cursor Ultra.

Advancing Data Center Construction West 2026 brought together the complete ecosystem of end-users, hyperscalers, colocators, architects, engineers, general contractors, trades, utility partners, policy-makers, and manufacturers to share best practices and uncover the innovations redefining the delivery of large-scale data center infrastructure.

SemiAnalysis and AlphaSense bring an invite-only exclusive evening where AI and semiconductor enthusiasts meet the New York skyline.

We are bringing together the sharpest minds in AI, semiconductors, datacenters, and finance for a night of networking and unfiltered conversation.

Whether you are tracking GPU capex, modeling the next datacenter build-out, or analyzing the wafer-level details of the supply chain, this is your after-hours moment.

Come for the alpha, stay for the drinks. Confirmed attendees with Luma QR codes will be admitted.

PTC’26 is the industry’s premier event exploring the convergence of digital infrastructure, telecommunications, and ICT. C-level executives, technologists, thought leaders, investors, researchers, and academicians from over 60 nations will convene to share knowledge, cultivate valuable relationships, and catalyze new business.

Join us for Clusters & Cocktails, an exclusive industry happy hour presented by SemiAnalysis and AirTrunk at PTC 2026. This gathering brings together leaders across hyperscale, AI infrastructure, semiconductor supply chains, and datacenter design for an evening of high-signal conversations and networking.

Enjoy thoughtfully crafted cocktails, great food, and an intimate setting designed for real dialogue. No stage, no panels, just good people, good drinks, and meaningful conversations.

PTC Beyond: The Academy Master Class is a management training program designed to accelerate leadership growth for mid-career professionals in the digital infrastructure industry. Taking place in Honolulu on 16-17 January 2026, just before PTC’26, the course offers insights into key industry topics, expert-led instruction, internationally recognized credits, and valuable networking opportunities.

PTC’s Top Talent Leadership Development Program, in partnership with Columbia Business School Executive Education, is a strategic journey tailored for senior managers aiming to ascend to the C-suite. Taking place over three days from 14-16 January 2026, the program is limited to 30 executive participants, ensuring an intimate and interactive learning environment. Leveraging the expertise of Columbia Business School’s renowned faculty, industry practitioners, and coaches, the program focuses on real-world application of the latest research.

Join SemiAnalysis & Tensorwave for an exclusive post-NeurIPS happy hour designed for builders, researchers, and decision-makers shaping the future of AI compute.

Unwind after a packed day of sessions and explore meaningful conversations over craft cocktails, small bites, and a curated crowd of AI professionals.

Whether you’re scaling LLMs, optimizing inference, or navigating the future of GPU-native compute, this is your space to connect.

Join us after NeurIPS at Model Ship 2025.

Scan the QR code or follow the link to request an invite.

Join Together AI, 5C, Hypertec, WEKA, and SemiAnalysis for the AI Pioneers Cocktail Reception in St. Louis. Network with AI’s brightest minds and enjoy an evening of great conversations, tasty bites, craft cocktails, and curated beats.

Just minutes from the Convention Center, this venue sets the scene with a sleek yet timeless ambiance, nestled in the Main Hall of a beautifully restored historic bank.

SemiAnalysis presents: Bits, Bytes and Bites.

We are hosting our team offsite and would love for you to join us for our closing happy hour! Come hang out, connect with others in the industry, and enjoy good food and drinks.

SemiAnalysis presents Nodes & Nightcaps for an evening of insights and networking at OCP Global Summit.

We are bringing together industry leaders, engineers, and analysts to talk datacenter, AI infrastructure, and the future of open compute. Come vibe with us.

SemiAnalysis presents Byte-Sized Happy Hour.

Join us for great food, sharper conversations, and real connections around AI, datacenter, and open compute. No slides, no stage, just ideas, insights, and good company.

Join us for a deep dive conversation on NVIDIA Blackwell and key use cases across training and inference.

You’ll hear from some of the most well known experts in this space: SemiAnalysis’ Dylan Patel and NVIDIA’s Ian Buck, moderated by Together AI’s Charles Zedlewski.

You’ll learn about how NVIDIA Blackwell works and key components of the architecture, key optimizations and features across training and inference workloads including reasoning models, SemiAnalysis’ lens for what GPU clouds must implement (networking, storage, schedulers, and security) to make the most of NVIDIA Blackwell, and Together AI’s offering of NVIDIA Blackwell for training and inference, both serverless API and dedicated endpoints with SLAs.

This was a conversation streamed live.

As China and other Eastern nations surge ahead with powerful open-source AI models, the West finds itself at a crossroads. While the East embraces openness as a strategic advantage, the West remains bogged down by closed systems, restrictive licenses, and risk-averse thinking.

This panel brings together leading voices from the AI ecosystem to unpack the global shift, what’s at stake, and how the West can reclaim momentum. From licensing models to infrastructure, from cultural mindset to community support, this is a call to action.

Join us for a candid conversation on what it will take to stay competitive in a world where open wins.

Join us for an exclusive event dedicated to Sovereign AI and the software-hardware stack required to make it a reality.

Get first-hand insights into AI adoption and acceleration in the public sector, European enterprises, and startups working across defense, manufacturing, BioTech, FinTech, and other regulated industries.

Connect with like-minded AI builders, founders, and investors who are pushing the boundaries of what is possible with AI.

SemiAnalysis x Maybank kicks off a special event of Datacenter Nights, where professionals across compute, networking, and cooling come together for drinks and great conversation.

Whether you’re building the future of AI infrastructure or just want to unwind, come join us and connect!

SemiAnalysis presents Computex After Hours, an exclusive evening bringing together innovators and leaders across semiconductors and AI.

Enjoy a night of good food, curated cocktails, and great company in one of Taipei’s sleekest venues.

SemiAnalysis is at MLSys! Come join us for a laid-back evening over tacos, margaritas, and great conversation.

Join us at one of Santa Clara’s most vibrant Mexican spots, known for its Mexico City-inspired menu and must-have handmade blue corn tortillas.

Whether you’re deep in the ML systems world or just here for the vibes, swing by and connect with fellow MLSys attendees.

SemiAnalysis x Latent Space presents an invite-only curated night of food and drinks with people who are thinking deeper, building faster. This is the space to connect, decompress, and disrupt the usual conference script.

Experience a night at a chic bar, known for its curated whisky selection and stylish ambiance.

Expect great vibes, serious ideas, and maybe one or two off-the-record moments. Come join us!

Start your day with engaging morning keynotes, hack all day with the powerful Blackwell GPUs like GB200s, take a breather with insightful afternoon talks, and cap it off with an unforgettable finale.

The SemiAnalysis Blackwell Hackathon was a tremendous success, attracting a huge turnout!

A big congratulations to the winners! Be sure to check out their remarkable work on the dedicated event page, along with the presentation decks.