Kimbo Chen
Analyst
Kimbo Chen is an analyst and member of Technical Staff at SemiAnalysis, focusing on machine learning, LLMs, and the evolving GPU hardware stack. With a background as a technical staff engineer in AI systems, he brings hands-on insight into model training, deployment, and the infrastructure powering frontier ML applications.
Kimbo holds a Bachelor’s in computer science from National Tsing Hua University and a Master’s in computer science from the University of California, Riverside.
Kimbo Chen
Analyst
Kimbo Chen is an analyst and member of Technical Staff at SemiAnalysis, focusing on machine learning, LLMs, and the evolving GPU hardware stack. With a background as a technical staff engineer in AI systems, he brings hands-on insight into model training, deployment, and the infrastructure powering frontier ML applications.
Kimbo holds a Bachelor’s in computer science from National Tsing Hua University and a Master’s in computer science from the University of California, Riverside.
Articles by Kimbo Chen:
-
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
-
NVIDIA Tensor Core Evolution: From Volta To Blackwell
Amdahl’s Law, Strong Scaling, Asynchronous Execution, Blackwell, Hopper, Ampere, Turing, Volta, TMA
-
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
-
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
-
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
-
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
