Hacker News
- How Nvidia’s CUDA Monopoly in Machine Learning Is Breaking https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 70 comments
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 3 comments programming
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 36 comments hardware
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 3 comments python
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
- 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 – 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
- Specialized Hardware for AI: Rethinking Assumptions and Implications for the Future - Gradient Flow https://gradientflow.com/ai-hardware-2023/ 1 comment
- 🔥 Your guide to AI: February 2023 - Guide to AI https://nathanbenaich.substack.com/p/your-guide-to-ai-february-2023 1 comment
- Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture https://www.semianalysis.com/p/google-ai-infrastructure-supremacy 1 comment
- Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture https://www.semianalysis.com/p/google-ai-infrastructure-supremacy?post_id=114314781&publication_id=329241 1 comment
- Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions. https://www.semianalysis.com/p/metas-bizarre-ai-infrastructure-choice 1 comment
- Meta Custom Silicon: What's Old Is New https://www.semianalysis.com/p/meta-custom-silicon-whats-old-is 1 comment
- AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes https://www.semianalysis.com/p/amd-mi300-ramp-gpt-4-performance 1 comment
- The AI Brick Wall – A Practical Limit For Scaling Dense Transformer Models, and How GPT 4 Will Break Past It https://www.semianalysis.com/p/the-ai-brick-wall-a-practical-limit 0 comments
- AMD - Investment Notes - Punch Card Investor https://punchcardinvestor.substack.com/p/amd-investment-notes 0 comments
- On Device AI – Double-Edged Sword https://www.semianalysis.com/p/on-device-ai-double-edged-sword 0 comments
- Sick from $NVDA FOMO? Here's the Vaccine - by Aaron Pek https://valueinvesting.substack.com/p/fomo?sd=pf 0 comments
- 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
Linked pages
- The State of Machine Learning Frameworks in 2019 https://thegradient.pub/state-of-ml-frameworks-2019-pytorch-dominates-research-tensorflow-dominates-industry/ 211 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
- NVIDIA Hopper Architecture In-Depth | NVIDIA Technical Blog https://developer.nvidia.com/blog/nvidia-hopper-architecture-in-depth/ 20 comments
- Making Deep Learning go Brrrr From First Principles https://horace.io/brrr_intro.html 20 comments
- Announcing the PyTorch Foundation: A new era for the cutting-edge AI framework https://ai.facebook.com/blog/pytorch-foundation/ 6 comments
- GitHub - HazyResearch/flash-attention: Fast and memory-efficient exact attention https://github.com/HazyResearch/flash-attention 3 comments
- Marvell's Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPS https://www.semianalysis.com/p/marvelldeepdive2022 2 comments
- [2212.13138] Large Language Models Encode Clinical Knowledge https://arxiv.org/abs/2212.13138 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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