Linking pages
- Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 19 comments
- Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure https://www.semianalysis.com/p/multi-datacenter-training-openais 1 comment
- Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72 https://www.semianalysis.com/p/nvidia-blackwell-perf-tco-analysis 0 comments
- A Background-Proof Guide on AI - by Daud's Scout https://irrationalanalysis.substack.com/p/a-background-proof-guide-on-ai 0 comments
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