| | Another Giant Leap: The Rubin CPX Specialized Accelerator and Rack (semianalysis.com) |
| 3 points by rbanffy 1 day ago | past | discuss |
|
| | New Prefill Specialised GPU – Nvidia Rubin CPX (semianalysis.com) |
| 5 points by gchadwick 4 days ago | past | discuss |
|
| | Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com) |
| 2 points by naves 7 days ago | past | discuss |
|
| | Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com) |
| 4 points by rbanffy 10 days ago | past | discuss |
|
| | Amazon's AI Resurgence: AWS and Anthropic's Multi-Gigawatt Trainium Expansion (semianalysis.com) |
| 9 points by mfiguiere 11 days ago | past | discuss |
|
| | Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Data (semianalysis.com) |
| 2 points by rahimnathwani 16 days ago | past |
|
| | H100 vs. GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis (semianalysis.com) |
| 1 point by rbanffy 26 days ago | past |
|
| | GPT-5 Set the Stage for Ad Monetization and the SuperApp – SemiAnalysis (semianalysis.com) |
| 3 points by rbanffy 27 days ago | past |
|
| | GPT5 potentially will monetize free users (semianalysis.com) |
| 1 point by themule 33 days ago | past |
|
| | GPT-5 Set the Stage for Ad Monetization (semianalysis.com) |
| 7 points by 9cb14c1ec0 33 days ago | past | 3 comments |
|
| | Scaling the Memory Wall: The Rise and Roadmap of HBM – SemiAnalysis (semianalysis.com) |
| 3 points by rbanffy 34 days ago | past |
|
| | Robotics Levels of Autonomy – SemiAnalysis (semianalysis.com) |
| 2 points by rbanffy 43 days ago | past |
|
| | Robotics Levels of Autonomy (semianalysis.com) |
| 3 points by chmaynard 46 days ago | past |
|
| | Intel 18A Details and Cost, Future of DRAM 4F2 vs. 3D, Backside Power Adoption (semianalysis.com) |
| 13 points by rbanffy 53 days ago | past | 3 comments |
|
| | Datacenter Industry Model – SemiAnalysis (semianalysis.com) |
| 1 point by loongloong 62 days ago | past |
|
| | Meta Superintelligence – Leadership Compute, Talent, and Data (semianalysis.com) |
| 1 point by zekrioca 62 days ago | past |
|
| | Meta Superintelligence – Leadership Compute, Talent, and Data (semianalysis.com) |
| 11 points by ot 64 days ago | past | 1 comment |
|
| | Meta Superintelligence – Leadership Compute, Talent, and Data (semianalysis.com) |
| 6 points by chmaynard 65 days ago | past |
|
| | AI Training Load Fluctuations at Gigawatt-Scale (semianalysis.com) |
| 1 point by simonpure 69 days ago | past |
|
| | DeepSeek Debrief: >128 Days Later – SemiAnalysis (semianalysis.com) |
| 5 points by rbanffy 70 days ago | past |
|
| | How Oracle Is Winning the AI Compute Market (semianalysis.com) |
| 5 points by Bluestein 71 days ago | past |
|
| | DeepSeek >128 Days Later, User Zombification, Token Economics (semianalysis.com) |
| 4 points by nsoonhui 71 days ago | past |
|
| | The Memory Wall (semianalysis.com) |
| 4 points by FrojoS 71 days ago | past |
|
| | DeepSeek Debrief: >128 Days Later (semianalysis.com) |
| 2 points by pella 73 days ago | past |
|
| | How Oracle Is Winning the AI Compute Market (semianalysis.com) |
| 2 points by nsoonhui 74 days ago | past |
|
| | How Oracle Is Winning the AI Compute Market – SemiAnalysis (semianalysis.com) |
| 2 points by rbanffy 75 days ago | past |
|
| | How Oracle Is Winning the AI Compute Market (semianalysis.com) |
| 4 points by mfiguiere 76 days ago | past |
|
| | AI Training Load Fluctuations at Gigawatt-Scale – Risk of Power Grid Blackout? (semianalysis.com) |
| 1 point by rbanffy 81 days ago | past |
|
| | AI Training Load Fluctuations at Gigawatt-Scale – Risk of Power Grid Blackout? (semianalysis.com) |
| 2 points by pella 81 days ago | past |
|
| | Ayer Labs (semianalysis.com) |
| 2 points by chmaynard 82 days ago | past |
|
|
| More |
