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  • AI Neocloud Playbook and Anatomy
    October 3, 2024

    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

    By

    Dylan Patel

    and

    Daniel Nishball

  • Clash of the Foundries: Gate All Around + Backside Power at 2nm
    October 1, 2024

    Clash of the Foundries: Gate All Around + Backside Power at 2nm

    Fab Cost, SRAM Scaling, WFE Implications, Backside Power Details, TSMC, Samsung, Intel, Rapidus

    By

    Dylan Patel

    and

    Jeff Koch

  • Multi-Datacenter Training: OpenAI’s Ambitious Plan To Beat Google’s Infrastructure
    September 4, 2024

    Multi-Datacenter Training: OpenAI’s Ambitious Plan To Beat Google’s Infrastructure

    Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure Winners

    By

    Dylan Patel

    ,

    Daniel Nishball

    and

    Jeremie Eliahou Ontiveros

  • The Memory Wall: Past, Present, and Future of DRAM
    September 3, 2024

    The Memory Wall: Past, Present, and Future of DRAM

    Winners & Losers in the 3D DRAM Revolution

    By

    Dylan Patel

    ,

    Jeff Koch

    ,

    Tanj Bennett

    ,

    Wega Chu

    and

    Afzal Ahmad

  • Nvidia’s Blackwell Reworked – Shipment Delays & GB200A Reworked Platforms
    August 4, 2024

    Nvidia’s Blackwell Reworked – Shipment Delays & GB200A Reworked Platforms

    MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC, Power Delivery

    By

    Dylan Patel

    ,

    Wega Chu

    ,

    Daniel Nishball

    ,

    Myron Xie

    and

    Chaolien Tseng

  • GB200 Hardware Architecture – Component Supply Chain & BOM
    July 17, 2024

    GB200 Hardware Architecture – Component Supply Chain & BOM

    Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU, Sidecar, PDU, VRM, Busbar, Railkit, BMC

    By

    Dylan Patel

    ,

    Wega Chu

    ,

    Chaolien Tseng

    ,

    Myron Xie

    ,

    Jeremie Eliahou Ontiveros

    and

    Daniel Nishball

  • GB200 & GB200A Component & Supply Chain Model
    July 16, 2024

    GB200 & GB200A Component & Supply Chain Model

    By

    Dylan Patel

  • 100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
    June 17, 2024

    100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing

    Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts

    By

    Dylan Patel

    and

    Daniel Nishball

  • OpenAI Chip Team Is Now Serious
    June 3, 2024

    OpenAI Chip Team Is Now Serious

    Poaching Aggressively

    By

    Dylan Patel

  • How Dell Is Beating Supermicro
    May 30, 2024

    How Dell Is Beating Supermicro

    Enterprises, Sovereign AI, CoreWeave, Tesla, x.AI, AI Neocloud economics + orders

    By

    Dylan Patel

    ,

    Daniel Nishball

    and

    Caleb Goh

←Previous
1 … 3 4 5 6 7 … 26
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