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SEMIANALYSIS Bridging the gap between the world's most important industry, semiconductors, and business. By Dylan Patel · Over 101,000 subscribers Subscribe No thanks “Dylan is the lithography to my etch, LELE baby! But seriously - Dylan's the best in the game, and its a privilege we get to work together in this special time in the semiconducto...” Doug OLaughlin, Fabricated Knowledge “Content I wish I could have written. ” Jon Y, The Asianometry Newsletter “Some of the best analysis and detailed explainers on the how/why/how much of Silicon.” Steven Sinofsky, Hardcore Software by Steven Sinofsky By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice SubscribeSign in Home Meetings Accelerator Industry Model AI Cloud TCO Model Datacenter Industry Model Wafer Fab Model Compliance Policies Archive About OpenAI Chip Team Is Now Serious Poaching Aggressively Jun 3 • Dylan Patel 78 Share this post OPENAI CHIP TEAM IS NOW SERIOUS www.semianalysis.com Copy link Facebook Email Note Other 11 How Dell Is Beating Supermicro Enterprises, Sovereign AI, CoreWeave, Tesla, AI Neocloud economics + orders May 30 • Dylan Patel , Daniel Nishball , and Caleb Goh 62 Share this post HOW DELL IS BEATING SUPERMICRO www.semianalysis.com Copy link Facebook Email Note Other 19 Apple’s AI Strategy: Apple Datacenters, On-device, Cloud, And More When to run on-device, in Apple datacenters, or in the cloud with OpenAI, Deal economics May 27 • Dylan Patel and Myron Xie 90 Share this post APPLE’S AI STRATEGY: APPLE DATACENTERS, ON-DEVICE, CLOUD, AND MORE www.semianalysis.com Copy link Facebook Email Note Other 16 Most Popular View all Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors Aug 28, 2023 • Dylan Patel and Daniel Nishball 204 Share this post GOOGLE GEMINI EATS THE WORLD – GEMINI SMASHES GPT-4 BY 5X, THE GPU-POORS www.semianalysis.com Copy link Facebook Email Note Other 27 How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 Jan 16, 2023 • Dylan Patel 206 Share this post HOW NVIDIA’S CUDA MONOPOLY IN MACHINE LEARNING IS BREAKING - OPENAI TRITON AND PYTORCH 2.0 www.semianalysis.com Copy link Facebook Email Note Other 30 GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE Jul 10, 2023 • Dylan Patel and Gerald Wong 184 Share this post GPT-4 ARCHITECTURE, INFRASTRUCTURE, TRAINING DATASET, COSTS, VISION, MOE www.semianalysis.com Copy link Facebook Email Note Other 52 AI Datacenter Energy Dilemma - Race for AI Datacenter Space Mar 13 • Dylan Patel, Daniel Nishball, and Jeremie Eliahou Ontiveros 118 Share this post AI DATACENTER ENERGY DILEMMA - RACE FOR AI DATACENTER SPACE www.semianalysis.com Copy link Facebook Email Note Other 31 Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E Oct 10, 2023 • Dylan Patel and Myron Xie 111 Share this post NVIDIA’S PLANS TO CRUSH COMPETITION – B100, “X100”, H200, 224G SERDES, OCS, CPO, PCIE 7.0, HBM3E www.semianalysis.com Copy link Facebook Email Note Other 17 OpenAI Is Doomed? - Et tu, Microsoft? May 7 • Dylan Patel and Daniel Nishball 132 Share this post OPENAI IS DOOMED? - ET TU, MICROSOFT? www.semianalysis.com Copy link Facebook Email Note Other 26 Latest Top Discussions OpenAI Is Doomed? - Et tu, Microsoft? Meta, Google, Anthropic, DeepSeek, Inflection Phi Wizard, Distribution/Integration vs Capital/Compute? May 7 • Dylan Patel and Daniel Nishball 132 Share this post OPENAI IS DOOMED? - ET TU, MICROSOFT? www.semianalysis.com Copy link Facebook Email Note Other 26 Intel’s 14A Magic Bullet: Directed Self-Assembly (DSA) How High-NA EUV can be economically viable at the 1.4nm process node Apr 18 • Dylan Patel and Jeff Koch 88 Share this post INTEL’S 14A MAGIC BULLET: DIRECTED SELF-ASSEMBLY (DSA) www.semianalysis.com Copy link Facebook Email Note Other 7 Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72 GPT-4 Profitability, Cost, Inference Simulator, Parallelism Explained, Performance TCO Modeling In Large & Small Model Inference and Training Apr 10 • Dylan Patel and Daniel Nishball 100 Share this post NVIDIA BLACKWELL PERF TCO ANALYSIS - B100 VS B200 VS GB200NVL72 www.semianalysis.com Copy link Facebook Email Note Other 32 Is Intel Back? Foundry & Product Resurgence Measured Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem Apr 3 • Dylan Patel , Myron Xie , Daniel Nishball , Jeremie Eliahou Ontiveros , and Jeff Koch 113 Share this post IS INTEL BACK? FOUNDRY & PRODUCT RESURGENCE MEASURED www.semianalysis.com Copy link Facebook Email Note Other 39 Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman Mar 25 • Dylan Patel and Daniel Nishball 93 Share this post NVIDIA’S OPTICAL BOOGEYMAN – NVL72, INFINIBAND SCALE OUT, 800G & 1.6T RAMP www.semianalysis.com Copy link Facebook Email Note Other 6 Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda The B Stands For Jensen's Benevolence Mar 18 • Dylan Patel , Myron Xie , and Chaolien Tseng 95 Share this post NVIDIA B100, B200, GB200 - COGS, PRICING, MARGINS, RAMP - OBERON, UMBRIEL, MIRANDA www.semianalysis.com Copy link Facebook Email Note Other 15 Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition? Bottoms Up Model, Units, ASP, Revenue, By Hyperscaler Analysis, EPS & Cashflow, Competitive Analysis Mar 17 • Dylan Patel and Jeremie Eliahou Ontiveros 70 Share this post ASTERA LABS IPO - THE NEXT CONNECTIVITY SUPERHERO OR STEAMROLLED BY COMPETITION? www.semianalysis.com Copy link Facebook Email Note Other 4 See all SemiAnalysis Bridging the gap between the world's most important industry, semiconductors, and business. Subscribe Recommendations Mule's Musings Doug OLaughlin Artificial Intelligence Made Simple Devansh The Chip Letter Babbage The Algorithmic Bridge Alberto Romero Davis Summarizes Papers Davis Blalock SEMIANALYSIS Subscribe AboutArchiveRecommendationsSitemap © 2024 SemiAnalysis LLC Privacy ∙ Terms ∙ Collection notice Start WritingGet the app Substack is the home for great culture Share Copy link Facebook Email Note Other This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts