Fonte
semianalysis.com
10articoli totali nell'archivio
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The…
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
H100 vs GB200 NVL72 Training Benchmarks - Power, TCO, and Reliability Analysis,…
Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability,…
GPT-5 Set the Stage for Ad Monetization and the SuperApp
How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing…
Scaling the Memory Wall: The Rise and Roadmap of HBM
HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification
Robotics Levels of Autonomy
Single-Purpose Robots Automating Hundreds Of Jobs, Pick And Place With Low Autonomy Is Expensive, General-Purpose Autonomy…
Meta Superintelligence - Leadership Compute, Talent, and Data
AI Datacenter Titanomachy, "The Tent", AI Data and Talent Wars, Zuck Founder Mode, Behemoth 4 Post-Mortem, OBBB Tax Windfall, AI…