newsletter.semianalysis.com on Hacker News

Anthropic Subscriptions Offer 5x+ More Value Than OpenAI(newsletter.semianalysis.com)

43 points by nsoonhui 20 days ago | 34 comments

SemiAnalysis newsletter post comparing usage limits and value of AI subscription plans from Anthropic, OpenAI, Meta, xAI, Cursor, Cognition and others.

OpenAI Jalapeño: Better than Nvidia Blackwell(newsletter.semianalysis.com)

555 points by bmulholland 2 months ago | 351 comments

SemiAnalysis article analyzing OpenAI's self-designed Jalapeño inference ASIC, comparing its TCO and throughput per MW against Nvidia Blackwell and Rubin.

$12B of US ratepayers' money wasted on a modeling mistake in PJM(newsletter.semianalysis.com)

43 points by _delirium 2 months ago | 19 comments

US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028?(newsletter.semianalysis.com)

26 points by felixdoerp 3 months ago | 36 comments

Finding Miscompiles for Fun, Not Profit(newsletter.semianalysis.com)

26 points by tmoertel 5 months ago | 6 comments

Why isn't AMD's MI300X competitive?(newsletter.semianalysis.com)

35 points by colonCapitalDee 6 months ago | 24 comments

How AI labs are solving the power problem(newsletter.semianalysis.com)

137 points by Symmetry 9 months ago | 211 comments

AWS Trainium3 Deep Dive – A Potential Challenger Approaching(newsletter.semianalysis.com)

58 points by Symmetry 10 months ago | 20 comments