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RT @SouthernValue95: Best moment from the @dylan522p and @dwarkesh_sp podcast with $MSFT CEO @satyanadella:

RT @SouthernValue95: Best moment from the @dylan522p and @dwarkesh_sp podcast with $MSFT CEO @satyanadella:

SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop

avatar for Dylan Patel
Dylan Patel
Wed Nov 12 23:34:26
Just so it's clear to everyone, I was listening to Scott explain the DC, but I was also super intently focused on figuring out the fiber patch panel config.

Just so it's clear to everyone, I was listening to Scott explain the DC, but I was also super intently focused on figuring out the fiber patch panel config.

SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop

avatar for Dylan Patel
Dylan Patel
Wed Nov 12 19:07:35
RT @Neobreeze_: @dylan522p @SemiAnalysis_ Dylan not listening and just searching for alpha in the racks

RT @Neobreeze_: @dylan522p @SemiAnalysis_ Dylan not listening and just searching for alpha in the racks

SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop

avatar for Dylan Patel
Dylan Patel
Wed Nov 12 18:15:37
It was absolutely amazing and surreal to get to grill Satya on his AI strategy.
He has some really good responses, but also some areas where we disagree.
See the interview below and the report we wrote up and posted today!
https://t.co/Ah1SOWVsE2

It was absolutely amazing and surreal to get to grill Satya on his AI strategy. He has some really good responses, but also some areas where we disagree. See the interview below and the report we wrote up and posted today! https://t.co/Ah1SOWVsE2

SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop

avatar for Dylan Patel
Dylan Patel
Wed Nov 12 17:24:29
RT @SemiAnalysis_: A couple of tier 1 frontier labs are saying that NVIDIA is not taking seriously the potential perf per TCO advantage of…

RT @SemiAnalysis_: A couple of tier 1 frontier labs are saying that NVIDIA is not taking seriously the potential perf per TCO advantage of…

SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop

avatar for Dylan Patel
Dylan Patel
Tue Nov 11 01:48:28
RT @RedHat_AI: Up next during @vllm_project office hours: a live session about InferenceMAX w/ @SemiAnalysis_ discussing why it was created…

RT @RedHat_AI: Up next during @vllm_project office hours: a live session about InferenceMAX w/ @SemiAnalysis_ discussing why it was created…

SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop

avatar for Dylan Patel
Dylan Patel
Mon Nov 10 23:41:19
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