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RT @SemiAnalysis_: Samsung, SK Hynix, Micron, CXMT raising DRAM prices on consumers

RT @SemiAnalysis_: Samsung, SK Hynix, Micron, CXMT raising DRAM prices on consumers

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

avatar for Dylan Patel
Dylan Patel
Tue Dec 23 23:18:39
Uber driver and internal combustion engine have long term economic prospects Datacenters will displace all new power generation causing US grid instability Waymo's are failing all over SF

Uber driver and internal combustion engine have long term economic prospects Datacenters will displace all new power generation causing US grid instability Waymo's are failing all over SF

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

avatar for Dylan Patel
Dylan Patel
Sun Dec 21 03:35:03
SemiAnalysis InferenceMAX showing GPT OSS on Blackwell is 33% more tokens per $ in just 1 month thanks to the awesome work of @vllm_project and @nvidia

SemiAnalysis InferenceMAX showing GPT OSS on Blackwell is 33% more tokens per $ in just 1 month thanks to the awesome work of @vllm_project and @nvidia

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

avatar for Dylan Patel
Dylan Patel
Fri Dec 19 21:55:50
I'd call my social media intern racist, but he's indian and also grew up in a motel. It was not an econolodge for me tho

I'd call my social media intern racist, but he's indian and also grew up in a motel. It was not an econolodge for me tho

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

avatar for Dylan Patel
Dylan Patel
Tue Dec 16 02:08:23
RT @SemiAnalysis_: BREAKING CUDA MOAT EXPANDS: Today, NVIDIA has acquired SchedMD, makers of SLURM, a widely used "open source" workload sc…

RT @SemiAnalysis_: BREAKING CUDA MOAT EXPANDS: Today, NVIDIA has acquired SchedMD, makers of SLURM, a widely used "open source" workload sc…

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

avatar for Dylan Patel
Dylan Patel
Mon Dec 15 21:10:03
RT @SemiAnalysis_: During World War II, British civilians and statisticians faced a grim question: Were the Germans targeting specific part…

RT @SemiAnalysis_: During World War II, British civilians and statisticians faced a grim question: Were the Germans targeting specific part…

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

avatar for Dylan Patel
Dylan Patel
Sun Dec 14 00:29:54
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