From semianalysis.com
The Memory Wall: Past, Present, and Future of DRAM
3 7
Winners & Losers in the 3D DRAM Revolution
on Sep 3
From semianalysis.com
1 1
Intel’s board is incompetent and its horrible decisions over the decades are going to push it towards death. The decision to fire Pat Gelsinger, put in charge a CFO + career sales and marketing lea…
on Dec 9
From semianalysis.com
Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
1 3
Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure WinnersGigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure Winners
on Sep 4
From semianalysis.com
0 3
The US government lobbed the largest salvo in the new technology cold war with its new Framework for Artificial Intelligence Diffusion. These new export restrictions are completely unprecedented in…
on Wed, 9AM
From semianalysis.com
AI Neocloud Playbook and Anatomy
0 0
H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment, Day to Day Operations, Cost Optimizations, Cost of Ownership and Returns Th…
on Jan 5
From semianalysis.com
Nvidia’s Christmas Present: GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain
0 0
Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, …
on Dec 26
From semianalysis.com
MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive
0 0
Intro SemiAnalysis has been on a five-month long quest to settle the reality of MI300X. In theory, the MI300X should be at a huge advantage over Nvidia’s H100 and H200 in terms of specifications an…
on Dec 23
From semianalysis.com
0 0
There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative the…
on Dec 12
From semianalysis.com
0 0
There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative the…
on Dec 11
From semianalysis.com
Google “We Have No Moat, And Neither Does OpenAI”
0 0
Leaked Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI The text below is a very recent leaked document, which was shared by an anonymous individual on a public Disc…
on Dec 5
From semianalysis.com
Amazon’s AI Self Sufficiency | Trainium2 Architecture & Networking
0 0
Amazon is currently conducting one of the largest build-out of AI clusters globally, deploying a considerable number of Hopper and Blackwell GPUs. In addition to a massive Capex invested into Nvidi…
on Dec 5
From semianalysis.com
The Memory Wall: Past, Present, and Future of DRAM
0 0
Winners & Losers in the 3D DRAM Revolution The world increasingly questions the death of Moore’s Law, but the tragedy is that it already died over a decade ago with 0 fanfare or headlines. The …
on Dec 1
From semianalysis.com
Datacenter Anatomy Part 1: Electrical Systems
0 0
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Legrand, Delta, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, OCP Busbar, Generators, Substation…
on Nov 24
From semianalysis.com
0 0
Bridging the gap between the world's most important industry, semiconductors, and business.
on Nov 8
From semianalysis.com
Datacenter Anatomy Part 1: Electrical Systems
0 0
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, ATS, OCP Busbar, Generator Sets, Substation
on Nov 3
From semianalysis.com
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
0 0
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls
on Nov 2
From semianalysis.com
AI Neocloud Playbook and Anatomy
0 0
H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment, Day to Day Operations, Cost Optimizations, Cost of Ownership and Returns
on Oct 3
From semianalysis.com
Clash of the Foundries: Gate All Around and Backside Power at 2nm
0 0
Fab Cost, WFE Implications, Backside Power Details
on Oct 2
From semianalysis.com
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
0 0
MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC, Power Delivery
on Aug 4
From semianalysis.com
SemiAnalysis | Dylan Patel | Substack
0 0
Bridging the gap between the world's most important industry, semiconductors, and business. Click to read SemiAnalysis, by Dylan Patel, a Substack publication with hundreds of thousands of subscribers.
on Aug 3
From semianalysis.com
GB200 Hardware Architecture - Component Supply Chain & BOM
0 0
Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU, Sidecar, PDU, VRM, Busbar, Railkit, BMC
on Jul 17
From semianalysis.com
0 0
Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts
on Jun 28
From semianalysis.com
Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture
0 0
From DLRM to LLM, internal workloads win, but how does Google fare in external workloads?
on May 22
From semianalysis.com
OpenAI Is Doomed - Et tu, Microsoft?
0 0
Meta, Google, Anthropic, DeepSeek, Inflection Phi Wizard, Distribution/Integration vs Capital/Compute?
on May 14
From semianalysis.com
Intel’s 14A Magic Bullet: Directed Self-Assembly (DSA)
0 0
How High-NA EUV can be economically viable at the 1.4nm process node
on Apr 19
From semianalysis.com
Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
0 0
Compute Resources That Make Everyone Look GPU-Poor
on Apr 4
From semianalysis.com
Is Intel Back? Foundry & Product Resurgence Measured
0 0
Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem
on Apr 4
From semianalysis.com
Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp
0 0
Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman
on Apr 3
From semianalysis.com
AI Datacenter Energy Dilemma - Race for AI Datacenter Space
0 0
Gigawatt Dreams and Matroyshka Brains Limited By Datacenters Not Chips
on Apr 3
From semianalysis.com
0 0
AI Accelerator Beachfront Considerations, Memory Pooling Negatives, Custom Silicon Adoption
on Mar 16
From semianalysis.com
Groq Inference Tokenomics: Speed, But At What Cost?
0 0
Faster than Nvidia? Dissecting the economics
on Feb 29
From semianalysis.com
0 0
China’s CXMT Sanctions Violation, Samsung 1000-layer Vertical NAND (VNAND), Kioxia highest density CMOS bonded to array (CBA) NAND, Micron non-volatile FeRAM with competitive density and performance
on Jan 7, 2024
From semianalysis.com
ASML Dilemma: High-NA EUV Is Worse Low-NA EUV Multi-Patterning
0 0
Cost model for low- & high-NA EUV, Technical Challenges
on Dec 11, 2023
From semianalysis.com
AMD MI300 Performance - Faster Than H100, But How Much?
0 0
MI400 Broadcom + AMD Anti-Nvidia Alliance Coming With UEC and Open XGMI
on Dec 6, 2023
From semianalysis.com
GPU Cloud Economics Explained – The Hidden Truth
0 0
CPU vs GPU Cloud Differences, TCO Model, PUE, Hyperscalers Disadvantage
on Dec 4, 2023
From semianalysis.com
0 0
News broke that the US, Netherlands, and Japan agreed to restrictions on DUV lithography equipment, but there are still many gaping holes in the new restrictions regarding equipment, chemicals, and component supply chains.
on Nov 19, 2023
From semianalysis.com
Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100
0 0
Specifications, Volumes, GPT-4 performance, Next Generation Timing / Name, Backend Design Partner
on Nov 16, 2023
From semianalysis.com
Techno-Optimist vs AI Doomer: Social Fabric And Media
0 0
China Demographics, CharacterAI, Meta, Influencers, Incels, and Insurrectionists
on Nov 15, 2023
From semianalysis.com
AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes
0 0
Order Volumes From Microsoft, Meta, Oracle, Google, Supermicro/Quanta direct, Amazon
on Nov 1, 2023
From semianalysis.com
Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing
0 0
China's Countermove: How Beijing is Dodging New Semiconductor Restrictions
on Oct 24, 2023
From semianalysis.com
Amazon Anthropic: Poison Pill or Empire Strikes Back
0 0
Claude 3, Claude 4, Trainium2, Marvell, Alchip, Bedrock, Google Infrastructure
on Oct 2, 2023