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semianalysis.com/p/groq-inferen…

SemiAnalysis on the AI Datacenter Energy Dilemma We quantify the datacenter power crunch with empirical data and discuss the implications. semianalysis.com/p/ai-datacente…

open.substack.com/pub/semianalys… CXL is dead in the AI era. RIP CXL.

NVL72 is not the optical Bogeyman you should be watching out for. Read more about the Real Optical Bogeyman below: semianalysis.com/p/nvidias-opti…

semianalysis.com/p/is-intel-bac…

Peeling away the layers of the 30x Performance Gains Onion semianalysis.com/p/nvidia-black…

1/4 - Chevron deference has just been struck down by the US Supreme Court. What is it and how does it affect semiconductor companies? ⬇️ Under that 40-yr-old legal doctrine, US federal agencies had the power to create their own rules & regulations when a law is ambiguous. In our

Happening now - the Thrilla on Chinchilla Latent Space LIVE! - Best of 2024: Startups, Vision, Open Src, Reasoning... youtube.com/live/wT636THdZ… via YouTube

MI300X vs H100 vs H200 Benchmark Part 1: Training CUDA Moat Still Alive Our 5 month journey conducting independent analysis + benchmarking User Experience, Usability GEMM + attention InfiniBand vs Spectrum-X vs RoCEv2 Ethernet SHARP Total Cost of Ownership semianalysis.com/2024/12/22/mi3…

Met with Lisa Su today for 1.5 hours as we went through everything She acknowledged the gaps in AMD software stack She took our specific recommendations seriously She asked her team and us a lot of questions Many changes are in flight already! Excited to see improvements coming

BG2. AI Compute Landscape ‘25-26, scaling intelligence, chip competition, memory tech, inference time reasoning & more. 👊💥Brad Gerstner Bill Gurley feat Dylan Patel

Here's the links for my 5-hour conversation on the future of AI with Dylan Patel and Nathan Lambert: YouTube: youtube.com/watch?v=_1f-o0… Spotify: open.spotify.com/show/2MAi0BvDc… Podcast: lexfridman.com/podcast

SemiAnalysis is hosting an Nvidia Blackwell GPU Hackathon on Sunday March 16th. It is the ultimate playground for Blackwell PTX tech enthusiasts, offering hands-on exploration of Blackwell & PTX infrastructure while collaborating on open-source projects.

Speakers include Philippe Tillet of OpenAI, Tri Dao of TogetherAI, Horace He of Thinking Machines, and more. Sponsors: Together AI , Lambda , Google Cloud, NVIDIA, GPU MODE, Thinking Machines, OpenAI, PyTorch, CoreWeave, Nebius. Apply now! semianalysis.com/hackathon-2025/

Full Speaker List: Mark Saroufim of GPU Mode Mark Saroufim Vijay Thakkar of Nvidia CUTLASS Vijay Horace He of Thinking Machines Horace He Philippe Tillet of OpenAI Tri Dao of TogetherAI Tri Dao