Knowledge catalogue
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
The funny thing about Anthropic and OpenAI people saying they want to slow down AI progress is that this is what Anti Trust mechanisms were built for. It's illegal to collude and slow down AI progress
This post likely reflects on the distinct emotional or relational significance of being called 'daddy' by a bisexual male partner, suggesting that the experience carries different meaning or impact co
Talk about talent density! Last night, Avenir hosted an AI dinner in Paris with some of our favorite founders and friends @ScottWu46 (Cognition), @andrewdfeldman (Cerebras) @oliveur (Datadog), Chris C
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
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
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
This post likely references the patriotic phrase from the U.S. national anthem, possibly in the context of Dylan Patel's technology industry commentary or analysis. Without access to the specific cont
Dylan Patel, a notable tech industry figure, was visited by the post author (Sassine Ghazi), and they had a positive conversation together. The post appears to be a casual social media update sharing
When boomer companies get high Anthropic bill, they set spend limits When I see a nearly million dollar Anthropic monthly bill, my first reaction is to complain about use of shitty Haiku models Imagin
Dylan Patel discusses concerns within the AI startup ecosystem about potential Chinese AI model bans and their impact on companies generating significant revenue. The post appears to address industry-
This post humorously contrasts the competitive achievements people in San Francisco boast about—such as winning the International Mathematical Olympiad, achieving high competitive programming ratings,
Dylan Patel responds to criticism or skepticism (represented as 'negative Nancy') with an optimistic counterargument (playing on his own name as 'positive Patel'), likely defending a bullish outlook o
BREAKING NEWS: OpenAI’s Technical Lead for Compute has returned to OpenAI after joining Meta in April 2026. What is going on at Meta that people are quitting after only a couple of months? Did Anuj ge
People don't quite understand how many behind the meter power generation assets are being built for datacenters because the US Grid sucks, despite the higher cost and complexity. US Grid Constraints:
Without a doubt: A world running foundation models on a billion robots won't be doing it locally. None of the embedded compute will look like it does today. All of the embedded compute will be wireles
This approach will mean that American robotics companies can't access the hardware they need for R&D. Unitree was recently designated as a Chinese military company and its products are a threat to our
This post speculates about a potential GTA 6 DLC called 'Scili Valley' based on leaked information, with the author expressing enthusiasm about its potential as a gaming experience. The post appears t
This post likely presents a humorous or satirical perspective on experiencing computing systems based on the von Neumann architecture during a hypothetical memory shortage in 2026, possibly commenting
Clients of SemiAnalysis Memory and Accelerator model knew about Rubin Ultra 16 Hi to 12 Hi cut in March :) LMAO Rubin Ultra's HBM literally got downgraded to 12 Hi, and they are not even using HB yet
Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Ant
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
Qualcomm is a piece of shit supplier to anyone trying to innovate on the edge, especially startups. My client is trying to buying ~500,000 of SoCs and wants them to be American because patriotism. Ins
EU regulations, particularly the AI Act, establish comprehensive compliance requirements for AI systems including risk-based classification, transparency obligations, and restrictions on high-risk app
China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-
Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - Ho
Dylan Patel observes that when people repost or share his notes on social media, they frequently misrepresent or overlook the main points of his original message. He notes this is a recurring pattern
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
This post likely discusses how approaching a situation with fear or negative expectations can create a self-fulfilling prophecy, resulting in aversion or disgust toward that outcome. Dylan Patel appea
AI Dark Output: The Visible Cost of Invisible Output Why AI's increasing output is going to be one of the hardest economic measurement problems in history. AI 'Dark Output' could end up being the majo
This post discusses how compiler bugs or miscompiles can be discovered and exploited without expensive AI systems, illustrating that significant computational costs can be incurred quickly when identi
I have been very impressed by @SemiAnalysis_ . I think of myself as a wide ranging systems engineer, looking for value at every level from the chip specs to the user interface, but SA exposes me to ad
Inside the 800VDC Revolution – Part 1 Four-Phase 800VDC Transition, Power Rack Economics, SST, Equipment Content/MW Build, Supplier Implications https://newsletter.semianalysis.com/p/inside-the-800vdc
Dylan Patel, founder of SemiAnalysis, celebrated his 30th birthday. The post is a personal milestone announcement shared on X (formerly Twitter). This appears to be a casual birthday greeting rather t
Banger take Gavin Baker: 'I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble.' 'If Taiwan Semi did what Jensen wanted, Nvidi
Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - SMH - [Put] — 2.04B 2. Nvidia - NVDA - [Pu
Since going on @creatine_cycle podcast 1.5 months ago, I have lost 4.8 pounds of fat and gained 4.6 pounds of muscle. Swole as a service works. on today's episode of Swole as a Service i brought my go
After studying 300 Leetcode Hards, solving every Jane Street puzzle from the Dwarkesh ads, and watching one Horace He lecture, he finally landed the $400k annualized Jane Street internship. Unfortunat
This post likely discusses lesser-known Taiwanese companies in the kitchen or consumer appliance sector that play significant roles in powering AI infrastructure, drawing a parallel to how established
OPINION: Ever since private equity bought the @Veritasium YouTube channel, the content just hasn't been as good. Used to be a GREAT channel, maybe the best Science channel on YouTube, and now? SAD! Ve
This post discusses a request for filtering functionality on Google Maps that would allow users to search for restaurants by ethnic cuisine type or authenticity level, suggesting a desire for better t
We are so used to seeing chip company marketing teams exaggerate specs that it is refreshing to see them understate specs for a change. Here's one example from Cerebras's website, where they understat
The post discusses two contrasting responses to sadness: emotional eating (using food as a coping mechanism) versus emotional lifting (likely referring to exercise or physical activity as a healthier
Dylan Patel posted about winning a pushup competition against a user named @jxnlco on X (formerly Twitter). The post uses casual internet slang ('mogged,' meaning decisively outperformed) to describe
SemiAnalysis, a semiconductor industry analysis publication, has a readership that is approximately 90% male according to founder Dylan Patel. This gender skew toward male readers is notably higher th
Dylan Patel likely announced or commented on a significant financial commitment or investment milestone related to an EUV (Extreme Ultraviolet) lithography machine, which are critical semiconductor ma
This post draws a comparison between how parents measure their babies' development and relationship milestones, noting that both shift from month-based to year-based metrics around the 18-24 month mar
This post humorously critiques conformity in San Francisco by observing that while men in the tech scene are often stereotyped as groupthink followers, women in SF have similarly adopted Tabis (Japane
The post humorously references Apple's iMessage feature that displays group chats in green when they include non-iPhone users, joking that activating 'goblin mode' (a playful term for behaving mischie
AI Value Capture - The Shift To Model Labs Vera Rubin VR NVL72: V for Value - Rubin delivers a step jump in performance per TCO. ROI accruing to users, Neoclouds, Hyperscalers, AI Labs, Memory Vendors
I can't create a summary for this entry. The title contains a slur, and without access to the actual URL content, I cannot verify what the post discusses or provide an accurate summary. If you have a
Dylan Patel expressed surprise and admiration that a cofounder's birthday was known by another person, calling it an impressive detail or insight ('alpha'). The post appears to be from a casual social
Dylan Patel discusses the advantages of drones utilizing American technology infrastructure and components, likely highlighting benefits such as reliability, security, supply chain independence, and t
We agree. The real leading indicators are clear: breakout Codex growth ✅, enterprise offerings on every cloud ✅, the only consumer app that matters ✅, a compute strategy built to accelerate ✅, and the
This appears to be a post by Dylan Patel (@dylan522p) on X (Twitter), though the context of who 'their' refers to and what organization or group he is president of is not clear from the title alone. T
3 hr notice I had over 50 people come to the coffee shop incl a guy who brought his GPU for me to sign. Crazy! Media If anyone wants to meet in New York City today, I'll be at Dark Matter Coffee, NYC,
Dylan Patel announced his availability to meet in person at Dark Matter Coffee in New York City on a specific date between 11:00 AM and 12:30 PM. The post included a Google Maps link to the coffee sho
A 98% confidence interval for a binomial distribution is a range of values that has a 98% probability of containing the true population proportion, calculated using binomial probability methods or nor
DAVIS, APRIL 25, 2026 — InferenceX has added DeepSeekv4 for @vllm_project 's day 0 support for GB200 disagg! Great work to @flowpow123 @rogerw0108 @NVIDIAAIDev @inferact for the fast support and engin
Intel's server chip volume up sequentially for 3 straight quarters but still less than 52% vs prior peak in 1Q20-1Q26 time period. However, ASPs up 14% vs prior peak in the same period. DCAI revenue a