Knowledge catalogue
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
AI debt financing is on an insane trajectory, per @SemiAnalysis_: Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters Over 7T AI debt by 2029, There can be no N
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
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
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
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
Claude Code spend had gotten to $10.95M runrate peak at SemiAnalysis But then Opus 4.7 saved me. More token effecient for tasks, smarter, and no fast mode. Thank you @AnthropicAI You saved me from ban
'Lean In' likely refers to a post by Dylan Patel from SemiAnalysis discussing lean manufacturing, operational efficiency, or business strategy concepts, though the specific content cannot be verified
How close are models to building a perfect Slack clone with less than 50,000 of tokens? I feel like not that far... Claude Code spend had gotten to 10.95M runrate peak at SemiAnalysis But then Opus 4.
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
At SemiAnalysis, we're quite tired of the minimalist style webapps and landing pages that have become so commonplace lately. Today, we're introducing Minecraft mode on inferencex dot com so that you c
Dylan grew up working in motels Got a screen of death on his XBOX as a kid Fixing it got him into semis Somehow this led him to starting SemiAnalysis, the premier semis research co @dylan522p is fasci
Featuring the man of the moment @dylan522p @shaunmmaguire in today's Training Data episode. Nobody is a more trusted industry insider to the biggest infrastructure build-out in history. The story of h
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
Dylan Patel of SemiAnalysis posted a clarification on X distinguishing NVIDIA from automotive companies, likely in response to comparisons or confusion surrounding NVIDIA's growing presence in the aut
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
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.
I was unable to retrieve the specific tweet content from that URL, as the post requires a logged-in X (Twitter) session to access, and search results did not surface the full text of that specific ...
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
🦔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
🦔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
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
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
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
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
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
This post likely discusses FireworksAI's fast inference capabilities and their implications or surprising effectiveness in the AI inference space. The post is from Sonya Huang, associated with SemiAna
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
Can confirm we saw a strong spike in growth of token consumption for Codex over last 48 hours. Unusual when we don't launch something. Usage share of OpenAI grew vs Anthropic yesterday despite Mythos
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