- Tesla AI Capacity Expansion – H100, Dojo D1, D2, HW 4.0, X.AI, Cloud Service Provider https://www.semianalysis.com/p/tesla-ai-capacity-expansion-h100 2 comments hardware
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- The AI Brick Wall – A Practical Limit For Scaling Dense Transformer Models, and How GPT 4 Will Break Past It https://www.semianalysis.com/p/the-ai-brick-wall-a-practical-limit 0 comments
- Advanced Packaging Part 1 – Pad Limited Designs, Breakdown Of Economic Semiconductor Scaling, Heterogeneous Compute, and Chiplets https://www.semianalysis.com/p/advanced-packaging-part-1-pad-limited 0 comments
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