SemiAnalysis Weekly Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
Feb 13, 2026
A deep dive into Claude Code adoption and how the team tracked its rise. A resurgence of CPUs driven by RL, agent orchestration, and infrastructure demands. A deep look at historic memory tightness, HBM vs logic tradeoffs, and when suppliers might add capacity. Discussion of fast-model economics, Chinese video model advances, and how generated video could explode storage demand.
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CloudCode's Rapid Public Contribution Growth
- CloudCode quickly became visible in public GitHub contributions after SemiAnalysis tracked PR commits that sign off as authored by CloudCode.
- Doug O'Loughlin scraped GitHub, found CloudCode rising from ~2% to ~4.7% of commits, and used that chart to force a market conversation referenced in Anthropic's press release.
How SemiAnalysis Used Claude Code To Draft Articles
- Doug described using Claude Code for outlining and cleanup while keeping a human voice for final writing.
- He dictated the piece, had AI clean it, asked Claude for an outline, then rewrote with his own voice and team edits.
CPUs Return Driven By RL And Agent Workloads
- CPUs are resurging because they're needed for RL workflows, agent orchestration, and host processes that run GPUs.
- Myron Xie stressed CPUs invoke external tools (search, OS actions) and host GPU workloads, explaining tight CPU demand including Intel sellouts.