- Microsoft is currently conducting the largest infrastructure buildout that humanity has ever seen. https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu?microsoft= 14 comments technology
Linked pages
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 112 comments
- ARM’s Neoverse N2: Cortex A710 for Servers – Chips and Cheese https://chipsandcheese.com/2023/08/18/arms-neoverse-n2-cortex-a710-for-servers/ 98 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
- Arm-based Alibaba Cloud T-Head Yitian 710 Crushes SPECrate2017_int_base https://www.servethehome.com/arm-based-alibaba-cloud-t-head-yitian-710-crushes-specrate2017_int_base/ 14 comments
- GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE https://www.semianalysis.com/p/gpt-4-architecture-infrastructure 10 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
- List of megaprojects - Wikipedia https://en.wikipedia.org/wiki/List_of_megaprojects 1 comment
- AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes https://www.semianalysis.com/p/amd-mi300-ramp-gpt-4-performance 1 comment
- Caliptra – First Open-Source Silicon Going Into All Datacenter Chips https://www.semianalysis.com/p/caliptra-first-open-source-silicon 0 comments
- Sound The Siyrn: AmpereOne 192-Core CPU https://www.semianalysis.com/p/sound-the-siryn-ampereone-192-core 0 comments
- Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration https://www.semianalysis.com/p/broadcoms-google-tpu-revenue-explosion 0 comments
- Arm and a Leg: Arm's Quest To Extract Their True Value https://www.semianalysis.com/p/arm-and-a-leg-arms-quest-to-extract 0 comments
- Techno-Optimist vs AI Doomer: Social Fabric And Media https://www.semianalysis.com/p/ai-doomer-vs-techno-optimist-social 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
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