- Semianlaysis - Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 18 comments hardware
Linking pages
- Nvidia's Superman - by Babbage - The Chip Letter https://thechipletter.substack.com/p/nvidias-superman 0 comments
- Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72 https://www.semianalysis.com/p/nvidia-blackwell-perf-tco-analysis 0 comments
- IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESS https://situational-awareness.ai/racing-to-the-trillion-dollar-cluster/ 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
- 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
- TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even 34 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
- AI Capacity Constraints - CoWoS and HBM Supply Chain https://www.semianalysis.com/p/ai-capacity-constraints-cowos-and 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
- Neural Network Quantization & Number Formats From First Principles https://www.semianalysis.com/p/neural-network-quantization-and-number 0 comments
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