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31.

Why isn't AMD's MI300X competitive?

newsletter.semianalysis.com

2 months ago

colonCapitalDee

46 points

32.

Google Apollo: The >$3B Game-Changer in Datacenter Networking

semianalysis.com

3 years ago

45 points

33.

Intel Reports First Net Loss in over 30 Years

semianalysis.com

4 years ago

41 points

34.

Finding Miscompiles for Fun, Not Profit

newsletter.semianalysis.com

a month ago

41 points

35.

Nvidia Hacked – A National Security Disaster

semianalysis.com

4 years ago

39 points

36.

Groq Inference Tokenomics: Speed, but at What Cost?

semianalysis.com

2 years ago

34 points

37.

Is Intel Back? Foundry and Product Resurgence Measured

semianalysis.com

2 years ago

32 points

38.

GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, Moe

semianalysis.com

3 years ago

32 points

39.

TPUv7: Google Takes a Swing at the King

newsletter.semianalysis.com

7 months ago

31 points

40.

Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids

semianalysis.com

3 years ago

31 points

41.

AMD 2.0 – New Sense of Urgency

semianalysis.com

a year ago

30 points

42.

CXL Is Dead in the AI Era

semianalysis.com

2 years ago

22 points

43.

Intel on the Brink of Death

semianalysis.com

2 years ago

18 points

44.

TSMC CFET and 3D Stacking, AMD 3D Device, Hynix HBM 4, Micron 3D DRAM, FeRAM

semianalysis.com

2 years ago

18 points

45.

XAI's Colossus 2 – First Gigawatt Datacenter in the World

semianalysis.com

9 months ago

17 points

46.

TPUv5e: New Benchmark in Cost-Efficient Inference, Training for <200B Parameter

semianalysis.com

3 years ago

17 points

47.

Zen 4c: AMD’s Response to Hyperscale ARM and Intel Atom

semianalysis.com

3 years ago

16 points

48.

AI Server Cost Analysis – Memory Is the Biggest Loser

semianalysis.com

3 years ago

15 points

49.

Google Gemini Eats the World

semianalysis.com

3 years ago

14 points

50.

The Tesla Dojo Chip Is Impressive, but There Are Some Major Technical Issues

semianalysis.com

5 years ago

14 points

51.

TSMC’s 3nm Conundrum, Does It Even Make Sense?

semianalysis.com

4 years ago

14 points

52.

Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing

semianalysis.com

3 years ago

13 points

53.

Intel 18A Details and Cost, Future of DRAM 4F2 vs. 3D, Backside Power Adoption

semianalysis.com

a year ago

13 points

54.

AI Scaling Laws

semianalysis.com

2 years ago

13 points

55.

Arm Changes Business Model – OEM Partners Must Directly License from Arm

semianalysis.com

4 years ago

13 points

56.

Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions

semianalysis.com

3 years ago

12 points

57.

Meta’s AI infrastructure choice costs them $100s of millions

semianalysis.com

3 years ago

12 points

58.

Arm’s Nuclear Option – Qualcomm Must Cancel Next-Generation Products

semianalysis.com

4 years ago

11 points

59.

"TSMC's U.S. Production Costs 2.4 Times Higher Than That in Taiwan"

newsletter.semianalysis.com

5 months ago

11 points

60.

Meta Superintelligence – Leadership Compute, Talent, and Data

semianalysis.com

a year ago

11 points