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  • Introduction to AI Networking Model
    July 11, 2025

    Introduction to AI Networking Model

    SemiAnalysis Webinar – July 9, 2025

    By

    Daniel Nishball

    and

    Patrick Zhou

  • DeepSeek Debrief: >128 Days Later 
    July 3, 2025

    DeepSeek Debrief: >128 Days Later 

    Traffic and User Zombification, GPU Rich Western Neoclouds, Token Economics (Tokenomics) Sets the Competitive Landscape 

    By

    Wei Zhou

    ,

    AJ Kourabi

    and

    Dylan Patel

  • How Oracle Is Winning the AI Compute Market
    June 30, 2025

    How Oracle Is Winning the AI Compute Market

    Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast

    By

    Jeremie Eliahou Ontiveros

    ,

    Dylan Patel

    and

    Daniel Nishball

  • AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?
    June 25, 2025

    AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?

    108GW Large Load Queue, Tesla Megapacks, Supercapacitors, Gigawatt-scale Batteries, PyTorch No Power Plant Blow Up

    By

    Jeremie Eliahou Ontiveros

    ,

    Ajey Pandey

    and

    Dylan Patel

  • NVIDIA Tensor Core Evolution: From Volta To Blackwell
    June 23, 2025

    NVIDIA Tensor Core Evolution: From Volta To Blackwell

    Amdahl’s Law, Strong Scaling, Asynchronous Execution, Blackwell, Hopper, Ampere, Turing, Volta, TMA

    By

    Dylan Patel

    and

    Kimbo Chen

  • AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256
    June 13, 2025

    AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256

    Software Improvement, Marketing RDFs, AMD Fostering Neocloud, MI355 is not Rack Scale, MI400 is UALoE, Not UALink

    By

    Kimbo Chen

    ,

    Dylan Patel

    ,

    Daniel Nishball

    ,

    Wega Chu

    ,

    Ivan Chiam

    ,

    Patrick Zhou

    and

    Gerald Wong

  • The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE
    June 11, 2025

    The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE

    LibFabric, Packet Spraying, Rail Optimized, Congestion Control, ECN, ACK, Flow Control, PFC, UEC Challenges

    By

    Tanj Bennett

    and

    Dylan Patel

  • Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Scaling Data
    June 8, 2025

    Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Scaling Data

    Infrastructure Bottlenecks and Changes, Distillation, Data is a Moat, Recursive Self Improvement, o4 and o5 RL Training, China Accelerator Production

    By

    Dylan Patel

    and

    AJ Kourabi

  • AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens
    May 23, 2025

    AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens

    MI300X, MI325X, H100, H200, B200, MI355X, VLLM, SGLang, TRT-LLM, ROCm CI Lack of Coverage, Inflated AMD Rental Prices

    By

    Kimbo Chen

    ,

    Dylan Patel

    ,

    Daniel Nishball

    and

    Ivan Chiam

  • AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
    May 16, 2025

    AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA

    5 GW Datacenter, HUMAIN, G42, Diversion and Misuse Risks, Security Requirements, American AI Wins

    By

    Dylan Patel

    ,

    Jeremie Eliahou Ontiveros

    ,

    AJ Kourabi

    ,

    Ivan Chiam

    and

    Wega Chu

←Previous
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