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Microsoft is currently conducting the largest infrastructure buildout that humanity has ever seen.

2 years ago semianalysis.com microsoft

CXL Is Dead in the AI Era

2 years ago semianalysis.com ai

Groq Inference Tokenomics: Speed, but at What Cost?

2 years ago semianalysis.com

TSMC CFET and 3D Stacking, AMD 3D Device, Hynix HBM 4, Micron 3D DRAM, FeRAM

2 years ago semianalysis.com 3d amd tsmc

AMD MI300 performance – Faster than H100, but how much?

2 years ago semianalysis.com amd

Microsoft Swallows OpenAI's Core Team – GPU Capacity, Incentives, IP

2 years ago semianalysis.com gpu microsoft openai

AMD MI300 Ramp, GPT-4 Performance, Asp and Volumes

2 years ago semianalysis.com amd

Deciphering Latest Restrictions on AI and Semiconductor Manufacturing

2 years ago semianalysis.com ai

TPUv5e: New Benchmark in Cost-Efficient Inference, Training for <200B Parameter

3 years ago semianalysis.com

Google Gemini Eats the World

3 years ago semianalysis.com google

GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, Moe

3 years ago semianalysis.com

AMD AI Software Solved – MI300X Pricing, Perf, PyTorch, FlashAttention, Triton

3 years ago semianalysis.com ai amd

AI Server Cost Analysis – Memory Is the Biggest Loser

3 years ago semianalysis.com ai

Intel Emerald Rapids Backtracks on Chiplets – Design, Performance and Cost

3 years ago semianalysis.com intel

Meta’s Bizarre AI Infrastructure Choice Costs Them $100s Millions

3 years ago semianalysis.com ai meta

Google “We have no moat, and neither does OpenAI”

3 years ago semianalysis.com google openai

The Future of the Transistor

3 years ago semianalysis.com transistor

Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing

3 years ago semianalysis.com amazon aws

Google Apollo: The >$3B Game-Changer in Datacenter Networking

3 years ago semianalysis.com google networking

Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing, Lithography

3 years ago semianalysis.com art

Intel Cuts Employee Pay to Maintain Quarterly Dividend

3 years ago semianalysis.com intel

The Inference Cost of Search Disruption – Large Language Model Cost Analysis

3 years ago semianalysis.com

How Nvidia’s CUDA Monopoly in Machine Learning Is Breaking

3 years ago semianalysis.com nvidia

Lithography Intensity and Long-Term Wafer Demand

3 years ago semianalysis.com

Arm Changes Business Model – OEM Partners Must Directly License From Arm

3 years ago semianalysis.com arm

The Semiconductor Heist Of The Century: ARM-China Has Gone Rogue, Operating As An Independent Company With Inhouse IP/R&D

4 years ago semianalysis.com

Intel Betting the Farm

4 years ago semianalysis.com intel

The iPhone 13 Does Not Have Satellite Internet, Band N53 and Globalstar

5 years ago semianalysis.com apple iphone

Apple CPU Gains Grind to a Halt and the Future Looks Dim

5 years ago semianalysis.com apple

The Tesla Dojo Chip Is Impressive, but There Are Some Major Technical Issues

5 years ago semianalysis.com tesla

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