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xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
newsletter.semianalysis.com·21w
xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
semianalysis.com·21w·
Discuss: Hacker News
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
newsletter.semianalysis.com·22w
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
semianalysis.com·22w·
Discuss: Hacker News, Hacker News
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
semianalysis.com·22w
Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
semianalysis.com·23w·
Discuss: Hacker News
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
semianalysis.com·25w·
Discuss: Hacker News
GPT-5 Set the Stage for Ad Monetization and the SuperApp
semianalysis.com·26w·
Discuss: Hacker News
Scaling the Memory Wall: The Rise and Roadmap of HBM
semianalysis.com·26w·
Discuss: Hacker News
Robotics Levels of Autonomy
semianalysis.com·28w·
Discuss: Hacker News
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More
semianalysis.com·29w·
Discuss: Hacker News
Meta Superintelligence – Leadership Compute, Talent, and Data
semianalysis.com·31w·
Discuss: Hacker News, Hacker News, r/LocalLLaMA
Introduction to AI Networking Model
semianalysis.com·31w
DeepSeek Debrief: >128 Days Later
semianalysis.com·32w·
Discuss: Hacker News, Hacker News
How Oracle Is Winning the AI Compute Market
semianalysis.com·32w·
Discuss: Hacker News, Hacker News
AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?
semianalysis.com·33w·
Discuss: Hacker News
Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?
semianalysis.com·33w·
Discuss: Hacker News
NVIDIA Tensor Core Evolution: From Volta To Blackwell
semianalysis.com·33w·
Discuss: Hacker News
AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256
semianalysis.com·35w·
Discuss: Hacker News
The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE
semianalysis.com·35w·
Discuss: Hacker News

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