Search: “dylan-patel--x”

Double standard @sama . Exactly two years ago, he belittled @dylan522p as the 'SemiAnalysis' guy after not liking a Google analysis. Altman's now kissing Dylan's ass, inviting SemiAnalysis to OpenAI l

The video, posted on September 4, 2026 by user Dylan Patel, compares Anthropic’s Fable 5.1 with OpenAI's Astra and concludes that one clearly outperforms the other. Filmed in Everett, Massachusetts, i

SemiAnalysis reported on April 17, 2024 that they had tested Anthropic’s Fable 5.1 alongside OpenAI’s Astra language models. According to their review, the comparison revealed a decisive advantage for

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at 5M per rack. That is 3,165/kg.

Everytime AI spend grows where I flirt with token budgeting, Anthropic + OpenAI save me Astra had a spike then settled down lower Opus 5.5 it looks like spend is lowered for current usecases Of course

Rubin HBM Despec = Nvidia cutting coke Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders p

The difference in what Anthropic and OpenAI as well as many others give you in value for a subscription is insane. We tested Meta, Minimax, Kimi, Grok, and Cursor subscriptions It doesn't make sense t

A 200 AI subscription can be worth 12,000 in tokens. Which plan delivers it is not close. 'They're selling to willing buyers at the fair market price. This is capitalism.' 'You can pay 200 for a Claud

compute daddy @dylan522p has spoken The Future of Meta Superintelligence: A 1 Year Progress Update A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever

The Information wrote that Meta consumes 60.2T tokens per month, or ~750M per employee. Meta is getting absolutely token-mogged by us currently. SemiAnalysis employees consume 1.86B tokens per month.

Dylan Patel, a semiconductor and AI industry analyst known for his work at SemiAnalysis, shared a post on X (formerly Twitter) humorously reacting to a LEGO-style avatar or depiction of himself create

Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of deb

Mistral 4 is pretty good at lawyer bench and cyber security bench, but give it's European heritage, one can only assume it's also good at regulation bench Meet Mistral Large 4, aka Le Chonk. • 1T para

The difference in what Anthropic and OpenAI as well as many others give you in value for a subscription is insane. We tested Meta, Minimax, Kimi, Grok, and Cursor subscriptions It doesn't make sense t

Intelligence per picojoule, with @itsclivetime and @dylan522p (0:00) Intro (1:22) What is codesign? (2:49) Codesign example: Swish vs ReLU (4:22) Are DeepSeek papers codesign? (6:45) Predicting where

DeepSeek V4 by @deepseek_ai just dropped! SGLang is ready on Day 0 with a full stack of optimizations from architectures to low-level kernels. We also deliver a verified RL training pipeline in Miles

🎉 Day-0 support for @deepseek_ai V4 Pro and Flash on vLLM — a new generation of DeepSeek model, purpose-built for tasks up to 1M tokens. Alongside the release, we're publishing a first-principles walk

Our GB300 cluster went down yesterday, just as Deepseek released 😱 We were 😥 but @CoreWeave came through to contribute to the Open Source. They scrambled in the compute crisis, finding 2 spare dev rac

DeepSeek Inference Analysis Day 0 GB200 NVL72, Blackwell, AMD MI355X Huawei performance analysis Performance every day over time for the past 44 days DeepSeekV4 1.6T Day 0 to Day 43 Performance Over T

This post from Dylan Patel discusses how PC graphics capabilities were limited before Jensen (likely referring to Jensen Huang of NVIDIA) introduced revolutionary GPU technology, and suggests that the

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of deb

BREAKING: Dylan Patel (@dylan522p) of @SemiAnalysis_ says 'chips in Europe have less seasoning than chips in America & Mexico.' Plus: › Data centers & France’s nuclear power › AI infrastructure over-o

Ultra-High Interactivity on NVIDIA GPUs? TileRT InferenceX Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, High throughput prefill eng

OpenAI Jalapeno is spicy Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin This is huge news! We got to go into OpenAI's lab to dissect their new

Double standard @sama . Exactly two years ago, he belittled @dylan522p as the 'SemiAnalysis' guy after not liking a Google analysis. Altman's now kissing Dylan's ass, inviting SemiAnalysis to OpenAI l

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at 5M per rack. That is 3,165/kg.

Rubin HBM Despec = Nvidia cutting coke Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders p