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June 2024

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
18
OpenAI Chip Team Is Now Serious
Poaching Aggressively
 • 
Dylan Patel
12

May 2024

How Dell Is Beating Supermicro
Enterprises, Sovereign AI, CoreWeave, Tesla, AI Neocloud economics + orders
 • 
Dylan Patel
, 
Daniel Nishball
, and 
Caleb Goh
19
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

April 2024

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
Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72
GPT-4 Profitability, Cost, Inference Simulator, Parallelism Explained, Performance TCO Modeling In Large & Small Model Inference and Training
 • 
Dylan Patel
 and 
Daniel Nishball
32
Is Intel Back? Foundry & Product Resurgence Measured
Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem
 • 
Dylan Patel
, 
Myron Xie
, 
Daniel Nishball
, 
Jeremie Eliahou Ontiveros
, and 
Jeff Koch
39

March 2024

Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp
Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman
 • 
Dylan Patel
 and 
Daniel Nishball
6
Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda
The B Stands For Jensen's Benevolence
 • 
Dylan Patel
, 
Myron Xie
, and 
Chaolien Tseng
15
Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition?
Bottoms Up Model, Units, ASP, Revenue, By Hyperscaler Analysis, EPS & Cashflow, Competitive Analysis
 • 
Dylan Patel
 and 
Jeremie Eliahou Ontiveros
4
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