Linking pages
- CXL Is Dead In The AI Era https://www.semianalysis.com/p/cxl-is-dead-in-the-ai-era 37 comments
- Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 19 comments
- Intel GenAI For Yield, TSMC CFET & 3D Stacking, AMD 3D Device Modeling, Applied Materials Material Innovation, SK Hynix HBM 4, Micron 3D DRAM & FeRAM, Hybrid Bonding vs TCB - IEDM 2023 https://www.semianalysis.com/p/intel-genai-for-yield-tsmc-cfet-and 17 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 Ramp, GPT-4 Performance, ASP & Volumes https://www.semianalysis.com/p/amd-mi300-ramp-gpt-4-performance 1 comment
- Groq Inference Tokenomics: Speed, But At What Cost? https://www.semianalysis.com/p/groq-inference-tokenomics-speed-but 1 comment
- NVIDIA 2024-2025 data-center roadmap lists GB200 and GX200 next-gen GPUs - VideoCardz.com https://videocardz.com/newz/nvidia-2024-2025-data-center-roadmap-lists-gh200-gb200-and-gx200-next-gen-gpus 0 comments
- AI Datacenter Energy Dilemma - Race for AI Datacenter Space https://www.semianalysis.com/p/ai-datacenter-energy-dilemma-race 0 comments
- Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72 https://www.semianalysis.com/p/nvidia-blackwell-perf-tco-analysis 0 comments
Linked pages
- NVIDIA Announces Preliminary Financial Results for Second Quarter Fiscal 2023 | NVIDIA Newsroom https://nvidianews.nvidia.com/news/nvidia-announces-preliminary-financial-resultsfor-second-quarter-fiscal-2023 128 comments
- 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
- 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
- Morris Chang, in conversation with Jen-Hsun Huang - YouTube https://youtu.be/u-x7PdnvCyI 14 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
- Nvidia Illumina Acquisition: The AI Foundry for Healthcare – The Hardware of Life https://www.semianalysis.com/p/nvidia-buys-illumina-the-ai-foundry 2 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
- 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
- Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration https://www.semianalysis.com/p/broadcoms-google-tpu-revenue-explosion 0 comments
- Amazon Anthropic: Poison Pill or Empire Strikes Back https://www.semianalysis.com/p/amazon-anthropic-poison-pill-or-empire 0 comments
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