Search: “semianalysis”

Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔 JUST IN : NVIDIA IN TALKS TO PROVIDE 250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN O

🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when they think a company might not pay back what it borrowed. When

🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to raise over $500 billion so its own customers

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

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

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 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

🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when they think a company might not pay back what it borrowed. When

Led by @Samsung, co-led by @eqt's Scaleup Europe Fund and @PSG_equity, with continued backing from @ASMLcompany, @nvidia, @BNPParibas CIB and others. This fuels our infrastructure and product capabili

The DeepSeek V4 garbled output bug in open source inference engine is fixed in SGLang. To everyone affected over the weekend, sorry for the trouble. Huge thanks to @Ant_Group for landing the fix PR. I

🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to raise over $500 billion so its own customers

This is so much bigger than one company, and orders of magnitude more dangerous to the economy and investors than Enron. Nvidia’s AI push has echoes of Enron, says Big Short investor https://www.teleg

Guess who gets f_cked in the end? “.. Nvidia gets paid upfront, the borrowers and their lenders carry the default risk, and because private credit is ultimately funded by ordinary savers through instr

Perplexity has low tens of millions in revenue a month, and I’m not even talking about how much they lose. Nvidia had to step in to boost their valuation and give them first aid, either through cloud

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

Led by @Samsung, co-led by @eqt's Scaleup Europe Fund and @PSG_equity, with continued backing from @ASMLcompany, @nvidia, @BNPParibas CIB and others. This fuels our infrastructure and product capabili

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