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History doesn’t repeat, but it sure rhymes 🔁
My conversation with @dylan522p on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of…
We wrote about how Agentic purchasing would be the primary way that OpenAI would monetize free users on August 13th on GPT-5 set the stage for monetization semianalysis.com/2025/08/13/gpt… A bit over a month later - and the future is here. Today launching with Etsy and Shopify. It's…
We wrote about how Agentic purchasing would be the primary way that OpenAI would monetize free users on August 13th on GPT-5 set the stage for monetization semianalysis.com/2025/08/13/gpt… A bit over a month later - and the future is here. Today launching with Etsy and Shopify. It's…
As we mentioned back in April, AMD is in war mode and has developed a new sense of urgency. With this urgency, their software engineers are working harder and smarter than ever to fix bugs and improve the ROCm user experience, all with the goal of matching the CUDA experience.…
Whether you are religious or not, remember to start your day by being grateful and thankful for the opportunity to be in the eye of the storm of the biggest economic boom in human history Let’s etch our initials into the silicon of the information age Let’s fuck the world up gang
Mi450X used to be 2300W TGP, to make it more competitive, AMD bumped it up to 2500W TGP. VR200 Rubin used to be 1800W TGP, and 2 months ago, it has been bumped up to 2300W TGP. 2 months ago, in order for Rubin to maintain a lead over AMD’s MI450X, VR200 Rubin memory…
Mi450X used to be 2300W TGP, to make it more competitive, AMD bumped it up to 2500W TGP. VR200 Rubin used to be 1800W TGP, and 2 months ago, it has been bumped up to 2300W TGP. 2 months ago, in order for Rubin to maintain a lead over AMD’s MI450X, VR200 Rubin memory…
Peter Griffin explains @elonmusk 's first principle move when Tennessee pushed back on gas turbines for his AI datacenter, so Elon just built a gigawatt gas turbines across the border in Mississippi. Now Colossus-2 will be the first to 1GW
Mem @consmnesique
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1K Followers 4K Following Building @cfosilvia, your personal AI CFO. We’re hiring - DM me
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RG @Cappuccino38
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18 Followers 426 Following
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High Yield @highyieldYT
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5K Followers 80 Following Reliable source for actionable semiconductor data. Let the data guide your decision making process. Now part of SemiAnalysis.
Jordan Schneider @jordanschnyc
52K Followers 4K Following Newsletter: https://t.co/j23uuLxE59 join 50k readers Podcast: https://t.co/4sx8iev5Az Fellow: @cnasdc
Vitaliy Chiley @vitaliychiley
3K Followers 1K Following LLM Reasearch @ Meta. ex @DataBricks (@DBRXMosaicAI), @CerebrasSystems
Jeremie Eliahou Ontiv... @JeremieEO
1K Followers 495 Following Tracking hyperscalers, datacenters and energy infrastructure at SemiAnalysis. opinions my own https://t.co/le84JoyVsI
Peter Salanki @sorcer
425 Followers 378 Following Engineering @ CoreWeave. GPUs, InfiniBand, Training, Inference, Kubernetes
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851 Followers 360 Following performance and efficiency in ML | CS @ UC Berkeley, @BerkeleyML
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Fabricated Knowledge @_fabknowledge_
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