semianalysis.com on Hacker News

America Is Missing The New Labor Economy – Robotics Part 1(semianalysis.com)

218 points by lasermatts 1 year ago | 349 comments

CUDA Moat Still Alive(semianalysis.com)

148 points by pella 1 year ago | 98 comments

AI Scaling Laws(semianalysis.com)

8 points by marban 1 year ago | 0 comments

The Memory Wall: Past, Present, and Future of DRAM(semianalysis.com)

73 points by klelatti 2 years ago | 21 comments

Nvidia's Blackwell Reworked – Shipment Delays and GB200A Reworked Platforms(semianalysis.com)

46 points by charleshn 2 years ago | 2 comments

CXL Is Dead in the AI Era(semianalysis.com)

12 points by wmf 2 years ago | 5 comments

AMD MI300 Performance – Faster Than H100, but How Much?(semianalysis.com)

63 points by klelatti 2 years ago | 47 comments

Microsoft Swallows OpenAI's Core Team – GPU Capacity, Incentives, IP(semianalysis.com)

208 points by rbanffy 2 years ago | 95 comments

Google Gemini Eats the World(semianalysis.com)

41 points by toth 3 years ago | 7 comments

AMD AI Software Solved – MI300X Pricing, Perf, PyTorch, FlashAttention, Triton(semianalysis.com)

32 points by another 3 years ago | 11 comments

Google “We have no moat, and neither does OpenAI”(semianalysis.com)

2299 points by klelatti 3 years ago | 963 comments

SemiAnalysis publishes a leaked internal Google memo arguing that open source AI will outcompete both Google and OpenAI, which lack a competitive moat.

The Future of the Transistor(semianalysis.com)

54 points by kiyanwang 3 years ago | 17 comments