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  • Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
    April 28, 2025

    Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions

    OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption

    By

    Dylan Patel

    ,

    Jeremie Eliahou Ontiveros

    and

    Maya Barkin

  • AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia |  Nvidia’s New Moat
    April 23, 2025

    AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia’s New Moat

    Rapid Improvements, Developers First Approach, Low AMD AI Software Engineer Pay, Python DSL, UALink Disaster, MI325x, MI355x, MI430X UL4, MI450X Architecture, IF64/IF128, Flexible IO, UALink, IFoE

    By

    Dylan Patel

    ,

    Kimbo Chen

    ,

    Daniel Nishball

    ,

    Wega Chu

    and

    Ivan Chiam

  • Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72
    April 16, 2025

    Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72

    China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

    By

    Dylan Patel

    ,

    Daniel Nishball

    ,

    Myron Xie

    ,

    Patrick Zhou

    ,

    Ivan Chiam

    ,

    AJ Kourabi

    ,

    Christopher Seifel

    and

    Doug OLaughlin

  • High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist,  Hyper-NA
    April 14, 2025

    High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist, Hyper-NA

    SPIE Advanced Litho & Patterning 2025 Round-Up

    By

    Dylan Patel

    ,

    Jeff Koch

    and

    Lithos Graphein

  • Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment
    April 10, 2025

    Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment

    UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Chillers, Cooling, Pumps, OEM & ODM Supply Chain, Lasers, Softbank Impact, Nvidia Balance Sheet Usage

    By

    Dylan Patel

    ,

    Jeremie Eliahou Ontiveros

    ,

    Maya Barkin

    ,

    Patrick Zhou

    ,

    Jeff Koch

    ,

    Sravan Kundojjala

    ,

    Reyk Knuhtsen

    ,

    Christopher Seifel

    and

    Wega Chu

  • The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
    March 26, 2025

    The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs

    90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRR

    By

    Dylan Patel

    ,

    Kimbo Chen

    ,

    Daniel Nishball

    ,

    Ivan Chiam

    and

    Reyk Knuhtsen

  • NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
    March 19, 2025

    NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman

    Next Generation Nvidia Systems, Ground Up Inference Optimizations from Silicon to Systems to Software, The More You Buy The More You Make

    By

    Dylan Patel

    ,

    Myron Xie

    ,

    Daniel Nishball

    ,

    Ivan Chiam

    ,

    Patrick Zhou

    ,

    Doug OLaughlin

    and

    Wega Chu

  • America Is Missing The New Labor Economy – Robotics Part 1
    March 11, 2025

    America Is Missing The New Labor Economy – Robotics Part 1

    China's Dominance Playbook, General Purpose Robotics Is The Holy Grail, Robotic Systems Breakdown, Supply Chain Hardships, The West Is Positioned Backward And Covering Their Eyes, China's Clear Path to Full Scale Automation, Call For Action

    By

    Dylan Patel

    ,

    Reyk Knuhtsen

    ,

    Niko Ciminelli

    ,

    Jeremie Eliahou Ontiveros

    ,

    Joe Ryu

    and

    Robert Ghilduta

  • Datacenter Anatomy Part 2 – Cooling Systems
    February 13, 2025

    Datacenter Anatomy Part 2 – Cooling Systems

    L2A, L2L, Immersion, Two-Phase, Google vs Meta vs Microsoft vs Amazon Water Cooling Design, WUE, PUE, Nvidia Rubin Power & Cooling Architecture

    By

    Dylan Patel

    ,

    Jeremie Eliahou Ontiveros

    ,

    Daniel Nishball

    and

    Reyk Knuhtsen

  • TSMC N2 + Next-Gen SoIC, Intel EMIB-T, Meta 3D Stacked Memory, CFET, 2D Materials, and More
    February 5, 2025

    TSMC N2 + Next-Gen SoIC, Intel EMIB-T, Meta 3D Stacked Memory, CFET, 2D Materials, and More

    IEDM 2024 Round-Up

    By

    Jeff Koch

    and

    Dylan Patel

←Previous
1 2 3 4 5 … 26
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