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Latest posts
Last updated 4 days ago
AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?
4 days ago
The largest AI labs are racing to build multi-gigawatt-scale datacenters, and stressing...
Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?
5 days ago
Ayar Labs is one of the most promising semiconductor startups in the...
NVIDIA Tensor Core Evolution: From Volta To Blackwell
6 days ago
In our AI Scaling Laws article from late last year, we discussed...
AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256
16 days ago
Introduction For the past six months, AMD has been in a Wartime...
The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE
18 days ago
Standard Ethernet intially lost significant market share to Nvidia’s InfiniBand in the...
Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Scaling Data
21 days ago
The test time scaling paradigm is thriving. Reasoning models continue to rapidly...
AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens
about 1 month ago
It has been long claimed that AMD’s AI servers can achieve better...
AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
about 1 month ago
The US has signed two landmark agreements with the United Arab Emirates...
Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
2 months ago
Over the last few months, there have been a number of headlines...
AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia’s New Moat
2 months ago
SemiAnalysis is expanding our AI engineering team and are hiring for the...
Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72
2 months ago
Huawei is making waves with its new AI accelerator and rack scale...
High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist, Hyper-NA
3 months ago
“Lithos Graphein” is back as a guest contributor to this report. Follow...