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Nvidia’s Christmas Present: GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain
Blackwell Delays, Microsoft Orders, GB300 BOM, Nvidia Gross Margin, ConnectX-8, VRMs, Micron, Samsung, SK Hynix, Wistron, FII Foxconn, Aspeed, Axiado
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MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive
Training Performance, User Experience, Usability, Nvidia, AMD, GEMM, Attention, Networking, InfiniBand, Spectrum-X Ethernet, RoCEv2 Ethernet, SHARP, Total Cost of Ownership
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Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
AI Lab Synthetic Data Infrastructure, Inference Tokenomics of Test Time Compute, The Data Wall, Evaluations are Broken, RLAIF, Inference Time Search, Scale Needed More Than Ever
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Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive
Board Short Circuits, Cultural Rot, x86 Has No Moat, Sell PC Business, Nvidia's PC CPU Push, Roadmap Review
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Amazon’s AI Self Sufficiency | Trainium2 Architecture & Networking
Trn2, Trn2-Ultra, Performance, Software, NeuronLinkv3, EFAv3, TCO, 3D Torus, Networking Costs, Supply Chain
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Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls
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Datacenter Anatomy Part 1: Electrical Systems
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Legrand, Delta, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, OCP Busbar, Generators, Substation
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AI Neocloud Playbook and Anatomy
H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment, Day to Day Operations, Cost Optimizations, Cost of Ownership and Returns
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