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 ...
Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This ...
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 ...
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 ...
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 ...
The Qualcomm-Arm saga is epic and there is a new massive update in the case. This update contains evidence that Arm is changing its entire business model and moving to require licenses from OEMs. It ...
Biren, China’s artificial intelligence hardware champion, is attempting to evade sanctions. A single source report from Bloomberg falsely stated that TSMC would still ship chips to Biren due to a “key ...
Over the last decade, the landscape of machine learning software development has undergone significant changes. Many frameworks have come and gone, but most have relied heavily on leveraging Nvidia's ...