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SemiAnalysis Acquires Citrini Research, Uniting Two Independent AI Research Shops

  • Funding & M&A
  • Infra & Chips

SemiAnalysis, the semiconductor and AI infrastructure research firm led by Dylan Patel, has acquired Citrini Research, the thematic investment-research outlet founded by James van Geelen, with van Geelen confirming the sale to Bloomberg and agreeing to remain Citrini's chief executive for now.

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