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Source: www.semianalysis.com / SemiAnalysis

https://www.semianalysis.com
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Nvidia Illumina Acquisition: The AI Foundry for Healthcare – The Hardware of Life 16 hours ago | www.semianalysis.com
acquisition enabling foundry hardware +4
China AI & Semiconductors Rise: US Sanctions Have Failed 2 weeks, 1 day ago | www.semianalysis.com
ai capabilities apple asml capabilities +7
Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration 4 weeks ago | www.semianalysis.com
ai chip boom broadcom chip +7
Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors 1 month ago | www.semianalysis.com
compute gemini google google gemini +6
Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes 1 month ago | www.semianalysis.com
fakes head nvidia ramp +1
Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition 1 month, 1 week ago | www.semianalysis.com
china cloud competition fakes +6
Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas 1 month, 3 weeks ago | www.semianalysis.com
amd cerebras competition delivery +7
AI Expansion - Supply Chain Analysis For CoWoS And HBM 2 months ago | www.semianalysis.com
accelerators advanced advanced packaging ai accelerators +12
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE 2 months, 2 weeks ago | www.semianalysis.com
architecture costs dataset engineering +7
AI Capacity Constraints - CoWoS and HBM Supply Chain 2 months, 3 weeks ago | www.semianalysis.com
alibaba amazon amd broadcom +12
AMD AI Software Solved – MI300X Pricing, Performance, PyTorch 2.0, FlashAttention, OpenAI Triton 2 months, 4 weeks ago | www.semianalysis.com
ai software amd code mosaicml +8
Tesla AI Capacity Expansion – H100, Dojo D1, D2, HW 4.0, X.AI, Cloud Service Provider 3 months ago | www.semianalysis.com
capacity cloud cloud service dojo +6
AMD MI300 – Taming The Hype – AI Performance, Volume Ramp, Customers, Cost, IO, Networking, … 3 months, 2 weeks ago | www.semianalysis.com
ai performance amd cost customers +5
AI Server Cost Analysis – Memory Is The Biggest Loser 3 months, 4 weeks ago | www.semianalysis.com
analysis cost memory micron +1
Nvidia’s InfiniBand Problem - QMX AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2 3 months, 4 weeks ago | www.semianalysis.com
broadcom challenge fabric infiniband +4
Meta Custom Silicon: What's Old Is New 4 months, 1 week ago | www.semianalysis.com
ai and video design meta partners +3
On Device AI – Double-Edged Sword 4 months, 2 weeks ago | www.semianalysis.com
constraints future hardware scaling +1
Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions. 4 months, 3 weeks ago | www.semianalysis.com
ai infrastructure costs infrastructure meta +2
Google "We Have No Moat, And Neither Does OpenAI" 4 months, 3 weeks ago | www.semianalysis.com
google openai open source
TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced … 5 months, 1 week ago | www.semianalysis.com
advanced advanced packaging assumptions automotive +4
Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture 5 months, 2 weeks ago | www.semianalysis.com
ai infrastructure google infrastructure llm +1
Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing 6 months, 1 week ago | www.semianalysis.com
ai as a service amazon automation aws +23
Peeling The Onion’s Layers - Large Language Models Search Architecture And Cost 7 months, 2 weeks ago | www.semianalysis.com
architecture cost index language +7
The Inference Cost Of Search Disruption – Large Language Model Cost Analysis 7 months, 2 weeks ago | www.semianalysis.com
analysis cost disruption google +9

Items published with this topic over the last 90 days.

Latest

Nvidia Illumina Acquisition: The AI Foundry for Healthcare – The Hardware of Life 16 hours ago | www.semianalysis.com
acquisition enabling foundry hardware +4
China AI & Semiconductors Rise: US Sanctions Have Failed 2 weeks, 1 day ago | www.semianalysis.com
ai capabilities apple asml capabilities +7
Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration 4 weeks ago | www.semianalysis.com
ai chip boom broadcom chip +7
Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors 1 month ago | www.semianalysis.com
compute gemini google google gemini +6
Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes 1 month ago | www.semianalysis.com
fakes head nvidia ramp +1
Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition 1 month, 1 week ago | www.semianalysis.com
china cloud competition fakes +6
Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas 1 month, 3 weeks ago | www.semianalysis.com
amd cerebras competition delivery +7
AI Expansion - Supply Chain Analysis For CoWoS And HBM 2 months ago | www.semianalysis.com
accelerators advanced advanced packaging ai accelerators +12
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE 2 months, 2 weeks ago | www.semianalysis.com
architecture costs dataset engineering +7
AI Capacity Constraints - CoWoS and HBM Supply Chain 2 months, 3 weeks ago | www.semianalysis.com
alibaba amazon amd broadcom +12
AMD AI Software Solved – MI300X Pricing, Performance, PyTorch 2.0, FlashAttention, OpenAI Triton 2 months, 4 weeks ago | www.semianalysis.com
ai software amd code mosaicml +8
Tesla AI Capacity Expansion – H100, Dojo D1, D2, HW 4.0, X.AI, Cloud Service Provider 3 months ago | www.semianalysis.com
capacity cloud cloud service dojo +6
AMD MI300 – Taming The Hype – AI Performance, Volume Ramp, Customers, Cost, IO, Networking, … 3 months, 2 weeks ago | www.semianalysis.com
ai performance amd cost customers +5
AI Server Cost Analysis – Memory Is The Biggest Loser 3 months, 4 weeks ago | www.semianalysis.com
analysis cost memory micron +1
Nvidia’s InfiniBand Problem - QMX AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2 3 months, 4 weeks ago | www.semianalysis.com
broadcom challenge fabric infiniband +4
Meta Custom Silicon: What's Old Is New 4 months, 1 week ago | www.semianalysis.com
ai and video design meta partners +3
On Device AI – Double-Edged Sword 4 months, 2 weeks ago | www.semianalysis.com
constraints future hardware scaling +1
Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions. 4 months, 3 weeks ago | www.semianalysis.com
ai infrastructure costs infrastructure meta +2
Google "We Have No Moat, And Neither Does OpenAI" 4 months, 3 weeks ago | www.semianalysis.com
google openai open source
TSMC’s Heroic Assumption – Low Utilization Rates, Fab Cancellation, 3nm Volumes, Automotive Weakness, AI Advanced … 5 months, 1 week ago | www.semianalysis.com
advanced advanced packaging assumptions automotive +4
Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture 5 months, 2 weeks ago | www.semianalysis.com
ai infrastructure google infrastructure llm +1
Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing 6 months, 1 week ago | www.semianalysis.com
ai as a service amazon automation aws +23
Peeling The Onion’s Layers - Large Language Models Search Architecture And Cost 7 months, 2 weeks ago | www.semianalysis.com
architecture cost index language +7
The Inference Cost Of Search Disruption – Large Language Model Cost Analysis 7 months, 2 weeks ago | www.semianalysis.com
analysis cost disruption google +9

Top (last 7 days)

Nvidia Illumina Acquisition: The AI Foundry for Healthcare – The Hardware of Life 16 hours ago | www.semianalysis.com
acquisition enabling foundry hardware +4

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