Amazon’s Trainium Takes a Strike at the Training King
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend
60GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips
ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and its own roadmap all suggest so.
AI safety is on fire.
Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXSI, MiniMax, Moonshot, Z.ai, Cursor, and Cognition
GLM-5.3, KV Cache Offloading, HiSparse, DeepSeek Sparse Attention, IndexShare, Single-rollout Asynchronous Optimization, Cybersecurity
Looking inside Intel 18A and Intel’s Panther Lake. A free SemiAnalysis STEEL teardown.
1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
Mapping MoE models onto inference hardware: structure, flow, and efficient serving
New Model Architecture Implications for TAM of DRAM/NVMe, DeepSeek V4.1 Flash, AgentX, InferenceX, NVMe experiments
20GW sits inside a restricted local boundary, 1,525MW actually slips, 2.3GW nationwide including New York
Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design
Robot Models, Silicon Efficiency, Jetson Thor vs. B300 TCO, Deployments, The Network Wall
Same Bandwidth, Fewer Dies: How 4-hi HBM Cuts Inference Costs and Makes Scarce DRAM Go Further
The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet
Dumb Science Experiments vs. Money Printing Machines
InferenceX, Up to 50% Better Performance per Dollar, Rapid Externalization of TPU stack, Growing Customer Base, Ironwood, TPUv8i, Reducing CUDA Moat
Korea hosts a Squid Games, National AI Tournament, the best non-Chinese open source model gets eliminated, why Nvidia needs open source, implications for Hynix and Samsung