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  • DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
    January 31, 2025

    DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts

    H100 Pricing Soaring, Subsidized Inference Pricing, Export Controls, MLA

    By

    Dylan Patel

    ,

    AJ Kourabi

    ,

    Doug OLaughlin

    and

    Reyk Knuhtsen

  • OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers
    January 23, 2025

    OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers

    Money Rules Everything Around Me, The Real Numbers Behind Stargate, Lancium, Abilene Texas, Crusoe, Oracle, Cost Breakdown, Arm Is Fake News

    By

    Dylan Patel

    ,

    Reyk Knuhtsen

    ,

    Christopher Seifel

    and

    Jeremie Eliahou Ontiveros

  • 2025 AI Diffusion Export Controls – Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
    January 15, 2025

    2025 AI Diffusion Export Controls – Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions

    Malaysia's Stranded Capacity, Western Hyperscale Strength, AI Accelerator Restrictions, India Brazil Middle East Concerns, Sovereign AI Killed, VEU Restrictions and Implications, Compute Budget, Open-Source Creating Lower Bound, Model-Weights Controlled

    By

    Dylan Patel

    ,

    Daniel Nishball

    ,

    Myron Xie

    ,

    AJ Kourabi

    ,

    Jeremie Eliahou Ontiveros

    ,

    Reyk Knuhtsen

    and

    Ivan Chiam

  • Nvidia’s Christmas Present: GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain
    December 25, 2024

    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

    By

    Dylan Patel

    ,

    Myron Xie

    and

    Daniel Nishball

  • MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive
    December 22, 2024

    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

    By

    Dylan Patel

    ,

    Daniel Nishball

    and

    Reyk Knuhtsen

  • Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
    December 11, 2024

    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

    By

    Dylan Patel

    ,

    Daniel Nishball

    ,

    AJ Kourabi

    and

    Reyk Knuhtsen

  • Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive
    December 9, 2024

    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

    By

    Dylan Patel

    ,

    Doug OLaughlin

    ,

    Myron Xie

    ,

    Jeff Koch

    and

    Sravan Kundojjala

  • Amazon’s AI Self Sufficiency | Trainium2 Architecture & Networking
    December 3, 2024

    Amazon’s AI Self Sufficiency | Trainium2 Architecture & Networking

    Trn2, Trn2-Ultra, Performance, Software, NeuronLinkv3, EFAv3, TCO, 3D Torus, Networking Costs, Supply Chain

    By

    Dylan Patel

    ,

    Daniel Nishball

    and

    Reyk Knuhtsen

  • Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
    October 28, 2024

    Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions

    Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls

    By

    Dylan Patel

    ,

    Jeff Koch

    and

    Sravan Kundojjala

  • Datacenter Anatomy Part 1: Electrical Systems
    October 14, 2024

    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

    By

    Dylan Patel

    ,

    Jeremie Eliahou Ontiveros

    and

    Daniel Nishball

←Previous
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  • VR NVL72 BoM & Power Model
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