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How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
Over the last decade, the landscape of machine learning software development has undergone significant changes. Many frameworks have come and gone, but…
Dylan Patel
Jan 16
93
22
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How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
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The Inference Cost Of Search Disruption – Large Language Model Cost Analysis
$30B Of Google Profit Evaporating Overnight, Performance Improvement With H100 TPUv4 TPUv5
Dylan Patel
and
Afzal Ahmad
Feb 9
63
56
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The Inference Cost Of Search Disruption – Large Language Model Cost Analysis
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Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing
Nitro, Graviton, EFA, Inferentia, Trainium, Nvidia Cloud, Microsoft Azure, Google Cloud, Oracle Cloud, Handicapping Infrastructure, AI As A Service…
Dylan Patel
Mar 20
45
18
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Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing
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Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!
Samsung Electronics has a culture problem that has shaken it to its core. Samsung is slipping on all aspects of technology development including the one…
Dylan Patel
Apr 17, 2022
48
3
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Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!
www.semianalysis.com
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Why America Will Lose Semiconductors
Tangible bi-partisan solutions for solving a national security crisis.
Dylan Patel
Jun 13, 2022
100
40
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Why America Will Lose Semiconductors
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The Gaps In The New China Lithography Restrictions – ASML, SMEE, Nikon, Canon, EUV, DUV, ArFi, ArF Dry, KrF, and Photoresist
News broke that the US, Netherlands, and Japan agreed to restrictions on DUV lithography equipment, but there are still many gaping holes in the new…
Dylan Patel
Jan 29
40
11
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The Gaps In The New China Lithography Restrictions – ASML, SMEE, Nikon, Canon, EUV, DUV, ArFi, ArF Dry, KrF, and Photoresist
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Google Apollo: The >$3 Billion Game-Changer in Datacenter Networking
Custom Optical Switches Reduce Broadcom's Networking Dominance
George Cozma
and
Dylan Patel
Mar 17
24
7
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Google Apollo: The >$3 Billion Game-Changer in Datacenter Networking
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TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed
Shrinking finally costs more, Moore's Law is now dead in economic terms
Dylan Patel
and
Afzal Ahmad
Dec 21, 2022
33
3
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TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed
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The AI Brick Wall – A Practical Limit For Scaling Dense Transformer Models, and How GPT 4 Will Break Past It
Large generative AI models unlock massive value for the world, but the picture isn’t only roses. Costs for training for these civilization-redefining…
Dylan Patel
Jan 24
40
9
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The AI Brick Wall – A Practical Limit For Scaling Dense Transformer Models, and How GPT 4 Will Break Past It
www.semianalysis.com
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Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem
SiFive, Tenstorrent, Rivos, Codasip, Akeana, Alibaba, Imagination, Western Digital, Andes, Krakatoa, MIPS, XMOS, and Ventana
Dylan Patel
Dec 26, 2022
39
6
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Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem
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Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing And Lithography
5 Longs, Intel EUV Delayed Again, And More
Dylan Patel
and
Afzal Ahmad
Feb 27
27
15
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Embracing Chaos: The Imperfect Art of Semiconductor Manufacturing And Lithography
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EUV Requirements Halved? Applied Materials' Sculpta Redefines Lithography And Patterning Market
$4.5B EUV Annual Reduction, High-NA, Contacts, Vias, Throughput, ASP, Use cases, TSMC 2nm, Intel 18A, Samsung 2nm
Dylan Patel
,
George Cozma
, and
Afzal Ahmad
Mar 6
22
8
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EUV Requirements Halved? Applied Materials' Sculpta Redefines Lithography And Patterning Market
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