#SemiAnalysis

Peter Jones

@petergjones.bsky.social

1 week ago

Apple-TSMC: The Partnership That Built Modern Semiconductors Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape

More good stuff from the fine folks at #SemiAnalysis. These numbers are mind boggling.

open.substack.com/pub/semianal...

Peter Jones

@petergjones.bsky.social

2 months ago

Co Packaged Optics (CPO) – Scaling with Light for the Next Wave of Interconnect Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready products only…

#InterestingRead from the folks at #SemiAnalysis (bsky.app/profile/semi... )
newsletter.semianalysis.com/p/co-package...

Peter Jones

@petergjones.bsky.social

2 months ago

How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO

#InterestingRead from the folks at #SemiAnalysis (bsky.app/profile/semi... )
newsletter.semianalysis.com/p/how-ai-lab...

Peter Jones

@petergjones.bsky.social

3 months ago

Microsoft's AI Strategy Deconstructed - from Energy to Tokens "The Big Pause", AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot Woes, MAI and Maia Floundering

#AIInfrastructure #Microsoft #OpenAI
This from #SemiAnalysis.
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
newsletter.semianalysis.com/p/microsofts...

Peter Jones

@petergjones.bsky.social

3 months ago

Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networking Custom Optical Switches Reduce Broadcom's Networking Dominance

#OXC (#OpticalCrossComnnect) may be cool again (cont.)
March 2023 post from #SemiAnalysis
newsletter.semianalysis.com/p/google-apo...

The Archive

@archive.pants.place

5 months ago

Author: Lex Fridman Handle: lexfridman

Why does Amazon AWS keep winning? - clip from Lex Fridman Podcast with Dylan Patel and Nathan Lambert. Guest bio: Dylan Patel is the founder of SemiAnalysis, a research & analys #AWS #SemiAnalysis #Semiconductors #GPUs #CPUs #AI2 #Interconnects #Podcast

Peter Jones

@petergjones.bsky.social

8 months ago

#SemiAnalysis - Money is falling from the sky again.
semianalysis.com/2025/07/11/m...

Peter Jones

@petergjones.bsky.social

11 months ago

The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs The ClusterMAX™ Rating System and content within this article were prepared independently by SemiAnalysis. No part of SemiAnalysis’s compensation by our clients was, is, or will be directly or indi…

Recent from #SemiAnalysis on the GPU rental market.

Peter Jones

@petergjones.bsky.social

11 months ago

Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital. We believe that the economic uncertainty indu…

The latest from #SemiAnalysis

Peter Jones

@petergjones.bsky.social

1 year ago

America Is Missing The New Labor Economy – Robotics Part 1 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 & PT…

The latest from the folks at #SemiAnalysis.
America Is Missing The New Labor Economy – Robotics Part 1
semianalysis.com/2025/03/11/a...

Peter Jones

@petergjones.bsky.social

1 year ago

Hackathon 2025 SemiAnalysis is kicking things off ahead of NVIDIA GTC! Start your day with engaging morning keynotes, hack all day with low-level NVIDIA GPU programming (maybe even Blackwell), take a breather wit…

Want to play with GPUs? Attend the #SemiAnalysis "GPU Hackathon" ahead of #GTC.
semianalysis.com/hackathon-20...

Bart Boerboom

@bartboeman.bsky.social

1 year ago

DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459 YouTube video by Lex Fridman

Lex Fridman had a conversation with Dylan Patel, the founder of SemiAnalysis, about DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megacluster.

#AI #SemiAnalysis #DeepSeek #China #OpenAI #NVIDIA

adhish

@adhi.sh

1 year ago

Achieving o1 intelligence as side project & without high-end GPUs due to export restrictions 🤯 Dylan from #semianalysis predicted this; Countries without high-end GPUs will get creative on squeezing existing compute and with efficient #AI training. Expect to see more of this from #EU, #India, #China

Peter Jones

@petergjones.bsky.social

1 year ago

2025 AI Diffusion Export Controls – Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions The US government lobbed the largest salvo in the new technology cold war with its new Framework for Artificial Intelligence Diffusion. These new export restrictions are completely unprecedented in…

#WorthReading. The latest from #SemiAnalysis.
semianalysis.com/2025/01/15/2...

Winbuzzer

@winbuzzer.com

1 year ago

SemiAnalysis: No, AI Scaling Isn’t Slowing Down - WinBuzzer An in-depth analysis from SemiAnalysis argues that AI scaling laws have remained robust through innovations like reasoning models and synthetic data, questioning the idea of a wall of diminish returns.

An in-depth analysis from SemiAnalysis argues that AI scaling laws have remained robust through innovations like reasoning models and synthetic data, questioning the idea of a wall of diminish returns. #ai #genai #llms #openai #semianalysis @semianalysis

Erik Jonker

@erikjonker.bsky.social

1 year ago

Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures” There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative the…

Always impressed with the technical details in articles on the semianalysis website, this time about "Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
semianalysis.com/2024/12/11/s...
#infrastructure #AI #semianalysis