| | Huawei AI CloudMatrix 384 – China's Answer to Nvidia GB200 NVL72 (semianalysis.com) |
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6 points by mfiguiere 2 days ago | past | 2 comments
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| | High-NA is Here (for R&D) (semianalysis.com) |
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2 points by rbanffy 4 days ago | past | discuss
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| | High-NA is Here (for R&D) (semianalysis.com) |
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3 points by klelatti 4 days ago | past | discuss
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| | Clash of the Foundries: Gate All Around and Backside Power at 2nm (semianalysis.com) |
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3 points by mhb 9 days ago | past | discuss
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| | The GPU Cloud ClusterMAX Rating System: How to Rent GPUs (semianalysis.com) |
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5 points by gmays 23 days ago | past
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| | The Reasoning Token Explosion (semianalysis.com) |
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4 points by worldvoyageur 26 days ago | past | 1 comment
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| | Amazon's AI Self Sufficiency – Trainium2 Architecture and Networking (semianalysis.com) |
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4 points by MrBuddyCasino 26 days ago | past
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| | Nvidia GTC 2025 – Built for Reasoning, Vera Rubin, Kyber, Jensen Math, Feynman (semianalysis.com) |
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10 points by nabla9 28 days ago | past
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| | Built for Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math (semianalysis.com) |
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1 point by rbanffy 30 days ago | past
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| | Nvidia GTC 2025 – Built for Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference (semianalysis.com) |
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3 points by mfiguiere 30 days ago | past
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| | America Is Missing The New Labor Economy – Robotics Part 1 (semianalysis.com) |
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268 points by lasermatts 38 days ago | past | 419 comments
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| | Datacenter Anatomy Part 2 – Cooling Systems (semianalysis.com) |
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1 point by edward28 64 days ago | past
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| | TSMC N2 and Next-Gen SoIC, Intel EMIB-T, Meta 3D Stacked Memory, CFET, 2D (semianalysis.com) |
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1 point by rbanffy 72 days ago | past
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| | AI Neocloud Playbook and Anatomy (semianalysis.com) |
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1 point by r4victor 75 days ago | past
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| | DeepSeek Debates: Chinese Leadership on Cost, Closed Model Margin Impacts (semianalysis.com) |
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2 points by nsoonhui 75 days ago | past
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| | DeepSeek Debates: Chinese Leadership on Cost, True Training Cost (semianalysis.com) |
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7 points by doener 76 days ago | past
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| | DeepSeek Debates: Chinese Leadership on Cost, True Training Cost (semianalysis.com) |
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3 points by EA-3167 77 days ago | past
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| | DeepSeek Debates: Chinese Leadership on Cost, True Training Cost (semianalysis.com) |
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8 points by breadwinner 77 days ago | past
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| | DeepSeek Debates: Chinese Leadership on Cost, Closed Model Margin Impacts (semianalysis.com) |
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7 points by mfiguiere 77 days ago | past | 1 comment
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| | Scaling Laws: O1 Pro Architecture, Reasoning Training Infrastructure, "Failures" (semianalysis.com) |
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2 points by skmurphy 78 days ago | past | 1 comment
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| | OpenAI Is Doomed? Et Tu, Microsoft? (2024) (semianalysis.com) |
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2 points by herbertl 81 days ago | past
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| | Google "We have no moat, and neither does OpenAI" (2023) (semianalysis.com) |
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95 points by shihab 81 days ago | past | 53 comments
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| | 2025 AI Diffusion Export Controls (semianalysis.com) |
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1 point by Kaedon 3 months ago | past
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| | 2025 AI Diffusion Export Controls (semianalysis.com) |
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2 points by latchkey 3 months ago | past
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| | 2025 AI Diffusion Export Controls Impacts Quantified (semianalysis.com) |
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2 points by edward28 3 months ago | past
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| | Intel on the Brink of Death (semianalysis.com) |
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7 points by gradus_ad 3 months ago | past | 1 comment
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| | AI Neocloud Playbook and Anatomy (semianalysis.com) |
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1 point by r4victor 3 months ago | past
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| | Amazon's AI Self Sufficiency – Trainium2 Architecture and Networking (semianalysis.com) |
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1 point by _____k 3 months ago | past
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| | Nvidia's Christmas Present: GB300 and B300 – Reasoning Inference, Amazon, Memory (semianalysis.com) |
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6 points by rbanffy 3 months ago | past
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| | MI300X vs. H100 vs. H200 Benchmark (semianalysis.com) |
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1 point by chongzhe 3 months ago | past
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