GW Under Construction, SemiAnalysis Leading Indicators, 1.3T of Lease Contracts Signed YTD, The Shortage Could Move to Chips ...
ASML has not announced anything yet, but its patent filings, a news report and its own roadmap all suggest so. We believe it ...
SemiAnalysis has been on a five-month long quest to settle the reality of MI300X. In theory, the MI300X should be at a huge advantage over Nvidia’s H100 and H200 in terms of specifications and Total ...
Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...
It’s been reported that token consumption inside of enterprises is hitting a budgeting wall after unhinged consumption earlier this year. The SemiAnalysis team talked with over 50 customers by slack, ...
Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...
Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard ...
Semiconductor capital equipment firms claim to have high visibility into the future. Given the complexity of manufacturing semiconductors, one would assume these firms are the definitive sources on ...
Tokens and burgers are not two ideas you often see paired in the same title. If you’re wondering what they could possibly have in common, stick with us for this short piece, because today we’re ...
Over the last few months, there have been a number of headlines raising concerns about Microsoft's reduction in datacenter leasing activities including a few datacenter leasing cancellations. We ...
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