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

26 points by felixdoerp 3 months ago | 36 comments

Oxide Cuts Data Center Power Consumption in Half(oxide.computer)

134 points by tosh 1 year ago | 93 comments

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

12 points by wmf 2 years ago | 5 comments

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

58 points by Symmetry 10 months ago | 20 comments

Are AI labs pelicanmaxxing?(dylancastillo.co)

632 points by dcastm 3 months ago | 237 comments

Blog post investigating whether AI labs are optimizing their LLMs for Simon Willison's 'SVG of a pelican riding a bicycle' informal benchmark.

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

32 points by another 3 years ago | 11 comments