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

137 points by Symmetry 9 months ago | 211 comments

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

35 points by colonCapitalDee 6 months ago | 24 comments

Of course AI is extractive, everything is lately(coryd.dev)

61 points by cdme 2 years ago | 46 comments

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.

Enterprise Is Dead(cra.mr)

3 points by FinnLobsien 1 year ago | 0 comments

SaaS *is* dead. But not because AI "killed" it, because AI killed it(avivcarmi.com)

11 points by avivcarmis1 3 months ago | 3 comments