Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.
SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night
vendor-neutral suite runs nightly and tracks performance changes over time Tae Kim / Barron's Online : Nvidia Touts Software Advantage in Beating Rivals Like AMD Dion Harris / NVIDIA : NVIDIA Blackwel...
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its cu...
A roundup of the 2025 VLSI conference: using digital twins for design exploration, DRAM beyond 1x nm nodes, Intel's 18A process compared to TSMC, and more
Dylan Patel / SemiAnalysis : X: @semianalysis_ X: @semianalysis_ : Intel 18A Details & Cost Future of DRAM 4F2 vs 3D Backside Power Adoption (or Not) China's FlipFET Digital Twins from Atoms to Fabs ...
A deep dive into what Trump's Liberation Day tariffs mean for AI infrastructure: how the tariffs work, the USMCA's GPU loophole, GPU/XPU global trade, and more
Dylan Patel / SemiAnalysis :
Google says it is rolling out Gemini 2.5 Pro Experimental to all Gemini users, after initially launching the model for Gemini Advanced subscribers on March 25
No Subscription Needed The Economic Times : Google rolls out experimental version of Gemini 2.5 Pro for free users The Hindu : Google's Gemini 2.5 Pro rolled out to all users days after launch Alan Ma...
Benchmarking AMD's MI300X and Nvidia's H100 and H200; in theory, AMD's GPU has advantages in specs and total cost of ownership, but software bugs hold it back
This NVidia monopoly on #ai hardware is not good for anybody. … X: Nicholas Wilt / @cudahandbook : NVIDIA to churn the hardware instruction set with abandon, sometimes even committing featurecide and ...
OpenAI unveils o3 and o3-mini, trained to “think” before responding via what OpenAI calls a “private chain of thought”, and plans to launch them in early 2025
12 Days of OpenAI: Day 12 Naomi Li Gan / Tech in Asia : OpenAI unveils AI model for advanced reasoning Bojan Stojkovski / Interesting Engineering : OpenAI unveils o3 reasoning AI model to tackle compl...