Linking pages
- China AI & Semiconductors Rise: US Sanctions Have Failed https://www.semianalysis.com/p/china-ai-and-semiconductors-rise 122 comments
- Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors https://www.semianalysis.com/p/google-gemini-eats-the-world-gemini 113 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
- Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 19 comments
- AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes https://www.semianalysis.com/p/amd-mi300-ramp-gpt-4-performance 1 comment
- Nvidia's New China AI Chips Circumvent US Restrictions - H20, L20, and L2 Specifications https://www.semianalysis.com/p/nvidias-new-china-ai-chips-circumvent 1 comment
- Groq Inference Tokenomics: Speed, But At What Cost? https://www.semianalysis.com/p/groq-inference-tokenomics-speed-but 1 comment
- The Great GPU Squeeze is Upon Us https://www.hpcwire.com/2023/07/13/the-great-gpu-squeeze-is-upon-us/ 0 comments
- AI Capacity Expansion - CoWo https://www.semianalysis.com/p/ai-expansion-supply-chain-analysis 0 comments
- Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI https://www.semianalysis.com/p/energizing-ai-power-delivery-competition 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
- Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing https://www.semianalysis.com/p/wafer-wars-deciphering-latest-restrictions 0 comments
- Nvidia Envy: understanding the GPU gold rush https://blog.johnluttig.com/p/nvidia-envy-understanding-the-gpu 0 comments
- Hybrid Bonding Process Flow - Advanced Packaging Part 5 https://www.semianalysis.com/p/hybrid-bonding-process-flow-advanced 0 comments
- AI Datacenter Energy Dilemma - Race for AI Datacenter Space https://www.semianalysis.com/p/ai-datacenter-energy-dilemma-race 0 comments
Linked pages
- OpenAI's plans according to Sam Altman https://humanloop.com/blog/openai-plans 210 comments
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 112 comments
- AI Server Cost Analysis – Memory Is The Biggest Loser https://www.semianalysis.com/p/ai-server-cost-analysis-memory-is 2 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
- U.S. Considers New Curbs on AI Chip Exports to China - WSJ https://www.wsj.com/articles/u-s-considers-new-curbs-on-ai-chip-exports-to-china-56b17feb 1 comment
- 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
- 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
- Nvidia’s InfiniBand Problem - Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2 https://www.semianalysis.com/p/nvidias-infiniband-problem-qmx-ai 0 comments
- AI Capacity Expansion - CoWo https://www.semianalysis.com/p/ai-expansion-supply-chain-analysis 0 comments
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