Search: “semianalysis”

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

Automated lint: 20 errors, 8743 warnings, 3 info

Vera Rubin NVL72 is Nvidia’s second‑generation, rack‑scale Oberon architecture that achieves inference gains through extreme co‑design. Early engineering‑sample data from CoreWeave show DeepSeek R1 de

AMD’s AI accelerator software stack has progressed sharply, moving from a 0 % chance of catching Nvidia’s CUDA moat in early 2025 to a “great chance” of success by July 2026 after leadership changes a

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

The TileRT InferenceX article (Aug 10 2026) examines whether the TileRT software stack on NVIDIA GPUs can compete with dedicated inference systems such as Cerebras, Groq LPUs and SambaNova for ultra‑h

🦔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

Emily Shugerman / The San Francisco Standard: A profile of Maria Davidson, who heads California Renewal, a pro-business political group backed by Silicon Valley power players, seeking to raise $100M i

Automated lint: 20 errors, 8743 warnings, 3 info

Tim O'Reilly / Asimov's Addendum: Google's AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity — SemiAnalysis

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

Meta Compute explores Meta's strategy to position itself as a cloud infrastructure provider, leveraging its massive internal compute investments and AI capabilities to offer services to external custo

Meta has made significant progress on its superintelligence research agenda, which aims to develop advanced AI systems with broad capabilities. The update covers Meta's infrastructure investments, res

Automated lint: 20 errors, 8743 warnings, 3 info

🦔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

Automated lint: 20 errors, 8743 warnings, 3 info

Automated lint: 20 errors, 8743 warnings, 3 info

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

This article from SemiAnalysis tracks the performance evolution of DeepSeek V4, a 1.6 trillion parameter model, over its first 43 days of training on Huawei and NVIDIA hardware including GB300 NVL72,

Automated lint: 20 errors, 8743 warnings, 3 info

Vera Rubin NVL72 is Nvidia’s second‑generation, rack‑scale Oberon architecture that achieves inference gains through extreme co‑design. Early engineering‑sample data from CoreWeave show DeepSeek R1 de

Automated lint: 20 errors, 8743 warnings, 3 info

Vera Rubin NVL72 is Nvidia’s second‑generation, rack‑scale Oberon architecture that achieves inference gains through extreme co‑design. Early engineering‑sample data from CoreWeave show DeepSeek R1 de

AMD’s AI accelerator software stack has progressed sharply, moving from a 0 % chance of catching Nvidia’s CUDA moat in early 2025 to a “great chance” of success by July 2026 after leadership changes a

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

The TileRT InferenceX article (Aug 10 2026) examines whether the TileRT software stack on NVIDIA GPUs can compete with dedicated inference systems such as Cerebras, Groq LPUs and SambaNova for ultra‑h

🦔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