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Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State
OpenAI is nothing without its people.
Nov 20
•
Dylan Patel
and
Daniel Nishball
68
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Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State
www.semianalysis.com
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7
Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100
Specifications, Volumes, GPT-4 performance, Next Generation Timing / Name, Backend Design Partner
Nov 15
•
Dylan Patel
and
Myron Xie
53
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Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100
www.semianalysis.com
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5
Nvidia's New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B
2024 Revenue, EPS, H20, L20, and L2 Full Specifications
Nov 9
•
Dylan Patel
,
Daniel Nishball
, and
Myron Xie
64
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Nvidia's New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B
www.semianalysis.com
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20
AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes
Order Volumes From Microsoft, Meta, Oracle, Google, Supermicro/Quanta direct, Amazon
Nov 1
•
Dylan Patel
and
Myron Xie
56
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AMD MI300 Ramp, GPT-4 Performance, ASP & Volumes
www.semianalysis.com
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16
October 2023
Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing
China's Countermove: How Beijing is Dodging New Semiconductor Restrictions
Oct 24
•
Dylan Patel
,
Myron Xie
,
Daniel Nishball
, and
Wega Chu
42
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Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing
www.semianalysis.com
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2
Going Vertical: Gate All Around, 3D DRAM, 3D NAND - Kokusai Electric IPO
Kokusai Electric IPO, 2024 to 2026 WFE Equipment Share, Memory Pricing, Atomic Layer Deposition (ALD), ASM International, Tokyo Electron, Applied…
Oct 15
•
Dylan Patel
,
Myron Xie
, and
Wega Chu
38
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Going Vertical: Gate All Around, 3D DRAM, 3D NAND - Kokusai Electric IPO
www.semianalysis.com
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3
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E
Roadmap, Supply, Anti-competitive: AMD, Broadcom, Google, Amazon, and Microsoft Have Their Work Cutout For Them
Oct 10
•
Dylan Patel
and
Myron Xie
92
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Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E
www.semianalysis.com
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14
AI Doomer vs Techno-Optimist: Social Fabric, AI Girlfriends, Mass Media
China Demographics, CharacterAI, Meta, Influencers, Incels, and Insurrectionists
Oct 5
•
Dylan Patel
and
Aleksandar Kostovic
52
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AI Doomer vs Techno-Optimist: Social Fabric, AI Girlfriends, Mass Media
www.semianalysis.com
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2
Amazon Anthropic: Poison Pill or Empire Strikes Back
Claude 3, Claude 4, Trainium2, Marvell, Alchip, Bedrock, Google Infrastructure
Oct 2
•
Dylan Patel
66
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Amazon Anthropic: Poison Pill or Empire Strikes Back
www.semianalysis.com
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6
September 2023
Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
Overcoming Eroom's Law: Enabling Moore's Law in Healthcare With Potential Acquisition
Sep 27
•
Dylan Patel
,
Daniel Nishball
,
William March
, and
Deeran Patel, MD
77
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Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
www.semianalysis.com
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13
Arm and a Leg: Arm's Quest To Extract Their True Value
Cheap If They Can Charge Qualcomm-like Royalties?
Sep 14
•
Dylan Patel
,
Myron Xie
,
Afzal Ahmad
, and
Daniel Nishball
42
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Arm and a Leg: Arm's Quest To Extract Their True Value
www.semianalysis.com
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5
China AI & Semiconductors Rise: US Sanctions Have Failed
Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions
Sep 12
•
Dylan Patel
,
Afzal Ahmad
, and
Myron Xie
113
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China AI & Semiconductors Rise: US Sanctions Have Failed
www.semianalysis.com
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8
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