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Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure WinnersGigawatt Clusters, Telecom…
 • 
Dylan Patel
, 
Daniel Nishball
, and 
Jeremie Eliahou Ontiveros
16
The Memory Wall: Past, Present, and Future of DRAM
Winners & Losers in the 3D DRAM Revolution
 • 
Dylan Patel
, 
Jeff Koch
, 
Tanj
, 
Wega Chu
, and 
Afzal Ahmad
5
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC…
 • 
Dylan Patel
, 
Wega Chu
, 
Daniel Nishball
, 
Myron Xie
, and 
Chaolien Tseng
13
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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
 • Dylan Patel and Daniel Nishball
28
How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
 • Dylan Patel
30
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
 • Dylan Patel and Gerald Wong
52
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
 • Dylan Patel, Wega Chu, Daniel Nishball, Myron Xie, and Chaolien Tseng
13
100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
 • Dylan Patel and Daniel Nishball
22
AI Datacenter Energy Dilemma - Race for AI Datacenter Space
 • Dylan Patel, Daniel Nishball, and Jeremie Eliahou Ontiveros
31
GB200 Hardware Architecture - Component Supply Chain & BOM
Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU…
 • 
Dylan Patel
, 
Wega Chu
, 
Chaolien Tseng
, 
Myron Xie
, 
Jeremie Eliahou Ontiveros
, and 
Daniel Nishball
20
100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts
 • 
Dylan Patel
 and 
Daniel Nishball
22
OpenAI Chip Team Is Now Serious
Poaching Aggressively
 • 
Dylan Patel
12
How Dell Is Beating Supermicro
Enterprises, Sovereign AI, CoreWeave, Tesla, AI Neocloud economics + orders
 • 
Dylan Patel
, 
Daniel Nishball
, and 
Caleb Goh
22
Apple’s AI Strategy: Apple Datacenters, On-device, Cloud, And More
When to run on-device, in Apple datacenters, or in the cloud with OpenAI, Deal economics
 • 
Dylan Patel
 and 
Myron Xie
16
OpenAI Is Doomed? - Et tu, Microsoft?
Meta, Google, Anthropic, DeepSeek, Inflection Phi Wizard, Distribution/Integration vs Capital/Compute?
 • 
Dylan Patel
 and 
Daniel Nishball
26
Intel’s 14A Magic Bullet: Directed Self-Assembly (DSA)
How High-NA EUV can be economically viable at the 1.4nm process node
 • 
Dylan Patel
 and 
Jeff Koch
7
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