Hacker News
- Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will 14 comments
- Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will 5 comments
Linking pages
- Zen 4c: AMD’s Response to Hyperscale ARM & Intel Atom https://www.semianalysis.com/p/zen-4c-amds-response-to-hyperscale 57 comments
- Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E https://www.semianalysis.com/p/nvidias-plans-to-crush-competition?post_id=137826061&publication_id=329241 36 comments
- Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100 https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu?microsoft= 14 comments
- Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100 https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu 5 comments
- The Coming Wave of AI, and How Nvidia Dominants https://www.fabricatedknowledge.com/p/the-coming-wave-of-ai-and-how-nvidia 3 comments
- AMD MI300 – Taming The Hype – AI Performance, Volume Ramp, Customers, Cost, IO, Networking, Software https://www.semianalysis.com/p/amd-mi300-taming-the-hype-ai-performance 2 comments
- TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced Packaging Demands, 2024 Capex Weakness https://www.semianalysis.com/p/tsmcs-heroic-assumption-low-utilization 0 comments
- Amazon Anthropic: Poison Pill or Empire Strikes Back https://www.semianalysis.com/p/amazon-anthropic-poison-pill-or-empire 0 comments
- Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E https://www.semianalysis.com/p/nvidias-plans-to-crush-competition 0 comments
- AI Datacenter Energy Dilemma - Race for AI Datacenter Space https://www.semianalysis.com/p/ai-datacenter-energy-dilemma-race 0 comments
- The Future of Compute: NVIDIA's Crown is Slipping https://mohitdagarwal.substack.com/p/from-dominance-to-dilemma-nvidia 0 comments
Linked pages
- Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products If Arm Succeeds https://www.semianalysis.com/p/arms-nuclear-option-qualcomm-must 59 comments
- Stevey's Google Platforms Rant · GitHub https://gist.github.com/chitchcock/1281611 11 comments
- Companies Slowly Join Cloud-Computing - The New York Times http://www.nytimes.com/2010/04/19/technology/19cloud.html 6 comments
- Google Apollo: The >$3 Billion Game-Changer in Datacenter Networking https://www.semianalysis.com/p/google-apollo-the-3-billion-game 5 comments
- Fungible DPUs Are Dead – Acquired By Major US Cloud – Founders Backstabbed Employees? – Acquisition Details https://www.semianalysis.com/p/fungible-dpus-are-dead-carcass-acquired 3 comments
- Marvell's Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPS https://www.semianalysis.com/p/marvelldeepdive2022 2 comments
- AMD Genoa Detailed – Architecture Makes Xeon Look Like A Dinosaur https://www.semianalysis.com/p/amd-genoa-detailed-architecture-makes 1 comment
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