Hacker News
- AMD MI300: AI Performance, Volumes, Customers, Cost, IO, Networking, Software https://www.semianalysis.com/p/amd-mi300-taming-the-hype-ai-performance 2 comments
Linking pages
- AMD MI300 Performance - Faster Than H100, But How Much? https://www.semianalysis.com/p/amd-mi300-performance-faster-than 88 comments
- The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis https://www.latent.space/p/semianalysis 40 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
- AMD AI Software Solved – MI300X Pricing, Performance, PyTorch 2.0, Flash Attention, OpenAI Triton https://www.semianalysis.com/p/amd-ai-software-solved-mi300x-pricing 26 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
- AMD CEO already teases next-generation Instinct MI400 accelerator series - VideoCardz.com https://videocardz.com/newz/amd-ceo-already-teases-next-generation-instinct-mi400-accelerator-series 6 comments
- Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100 https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu 5 comments
- AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes https://www.semianalysis.com/p/amd-mi300-ramp-gpt-4-performance 1 comment
- AI Capacity Constraints - CoWoS and HBM Supply Chain https://www.semianalysis.com/p/ai-capacity-constraints-cowos-and 0 comments
- AI Capacity Expansion - CoWo https://www.semianalysis.com/p/ai-expansion-supply-chain-analysis 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
Linked pages
- Google "We Have No Moat, And Neither Does OpenAI" https://www.semianalysis.com/p/google-we-have-no-moat-and-neither 1571 comments
- Intel Emerald Rapids Backtracks on Chiplets – Design, Performance & Cost https://www.semianalysis.com/p/intel-emerald-rapids-backtracks-on 130 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
- Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will 19 comments
- Google Apollo: The >$3 Billion Game-Changer in Datacenter Networking https://www.semianalysis.com/p/google-apollo-the-3-billion-game 5 comments
- AI Server Cost Analysis – Memory Is The Biggest Loser https://www.semianalysis.com/p/ai-server-cost-analysis-memory-is 2 comments
- Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture https://www.semianalysis.com/p/google-ai-infrastructure-supremacy 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
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