Linking pages
- The AI Investment Boom - by Joseph Politano https://www.apricitas.io/p/the-ai-investment-boom 379 comments
- AI Neocloud Playbook and Anatomy https://www.semianalysis.com/p/ai-neocloud-playbook-and-anatomy 0 comments
- Datacenter Anatomy Part 1: Electrical Systems https://www.semianalysis.com/p/datacenter-anatomy-part-1-electrical 0 comments
- The Future of Compute: NVIDIA's Crown is Slipping https://mohitdagarwal.substack.com/p/from-dominance-to-dilemma-nvidia 0 comments
Linked pages
- [2009.06489] The Hardware Lottery https://arxiv.org/abs/2009.06489 16 comments
- Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100 https://www.semianalysis.com/p/microsoft-infrastructure-ai-and-cpu 5 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
- [2203.12533] Pathways: Asynchronous Distributed Dataflow for ML https://arxiv.org/abs/2203.12533 1 comment
- Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture https://www.semianalysis.com/p/google-ai-infrastructure-supremacy 1 comment
- [2202.07848] Singularity: Planet-Scale, Preemptive and Elastic Scheduling of AI Workloads https://arxiv.org/abs/2202.07848 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
- Neural Network Quantization & Number Formats From First Principles https://www.semianalysis.com/p/neural-network-quantization-and-number 0 comments
- AI Datacenter Energy Dilemma - Race for AI Datacenter Space https://www.semianalysis.com/p/ai-datacenter-energy-dilemma-race 0 comments
- GB200 Hardware Architecture - Component Supply Chain & BOM https://www.semianalysis.com/p/gb200-hardware-architecture-and-component 0 comments
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