SemiAnalysis has been on a five-month long quest to settle the reality of MI300X. In theory, the MI300X should be at a huge advantage over Nvidia’s H100 and H200 in terms of specifications and Total ...

Not a week goes without another piece of datacenter FUD. We’ve already debunked in depth why moratoriums aren’t as impactful as one may think. Despite that, many still misunderstand the pace of the ...

Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard ...

The most discussed part of the AI industry is chasing ever-larger language models that can only be developed by mega-tech companies. While training these models is costly, deploying them is even more ...

Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...

Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This ...

Meta’s capacity under construction just keeps accelerating. We show below Meta’s two largest campuses – these two pictures represent 2.5GW of capacity under construction! By the way, if you believed ...

Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...

The Qualcomm-Arm saga is epic and there is a new massive update in the case. This update contains evidence that Arm is changing its entire business model and moving to require licenses from OEMs. It ...

Tesla has aspirations of being one of the leading AI firms in the world. To date, they do not have the most advanced self-driving deployed; that honor applies to Alphabet’s Waymo. Furthermore, Tesla ...

All manufacturing in the world is built upon stacking multiple processes and systems with various tolerances and variation ranges to get a consistently useful product. Nowhere is this more evident ...