Hacker News
- There are too many GPUs out there. Nvidia is a short. https://www.latent.space/p/gpu-bubble 10 comments wallstreetbets
Linked pages
- AI’s $600B Question | Sequoia Capital https://www.sequoiacap.com/article/ais-600b-question/ 544 comments
- Tulip mania - Wikipedia https://en.wikipedia.org/wiki/Tulip_mania 365 comments
- RWKV: Reinventing RNNs for the Transformer Era — with Eugene Cheah of UIlicious https://www.latent.space/p/rwkv#%C2%A7the-eleuther-mafia 66 comments
- The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis https://www.latent.space/p/semianalysis 40 comments
- AMD launches MI325X AI chip to rival Nvidia's Blackwell https://www.cnbc.com/2024/10/10/amd-launches-mi325x-ai-chip-to-rival-nvidias-blackwell-.html 37 comments
- 100k H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing https://www.semianalysis.com/p/100000-h100-clusters-power-network 3 comments
- Featherless - Serverless LLM https://featherless.ai 3 comments
- The Winds of AI Winter - Latent Space https://www.latent.space/p/mar-jun-2024 2 comments
- Supply chain shortages delay tech sector’s AI bonanza | Financial Times https://www.ft.com/content/c7e9cfa9-3f68-47d3-92fc-7cf85bcb73b3 1 comment
- Llama 2, 3 & 4: Synthetic Data, RLHF, Agents on the path to Open Source AGI https://www.latent.space/p/llama-3 1 comment
- Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works https://www.dwarkeshpatel.com/p/dylan-jon 1 comment
- https://blog.lepton.ai/the-missing-guide-to-the-h100-gpu-market-91ebfed34516 0 comments
- OpenAI Raises $6.6 Billion in Funding at $157 Billion Valuation - Bloomberg https://www.bloomberg.com/news/articles/2024-10-02/openai-has-closed-new-funding-round-raising-over-6-5-billion 0 comments
- AI Neocloud Playbook and Anatomy https://www.semianalysis.com/p/ai-neocloud-playbook-and-anatomy 0 comments
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