Viable Alternative of CUDA Moat, NVIDIA scared and working nights & weekends, Jensen’s Counter Submission, Kimi K3, Muse ...

This report unveils our analysis of SpaceX’s “proprietary plan.” From repurposing Starship’s rocket building and launching campuses into datacenter sites, to the gargantuan BESS deployment, buying out ...

NETINT is one of the most successful semiconductor startups you have never heard of, and they do it in the cutthroat datacenter market. Over 200 billion minutes of video were processed by their ...

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 ...

Tesla has aspirations of being one of the leading AI firms in the world. To date, they do not have the most advanced self-driving deployed; that honor applies to Alphabet’s Waymo. Furthermore, Tesla ...

OpenAI’s ChatGPT took the world by storm, quickly amassing over 100 million active users in January alone. This is the fastest any application has ever grown to this size, with the prior two record ...

The dawn of the AI era is here, and it is crucial to understand that the cost structure of AI-driven software deviates considerably from traditional software. Chip microarchitecture and system ...

ASML just hosted its annual investor day. Included in the day were many claims about the business, technology, and the semiconductor industry. If you want to learn about lithography, check out this ...

When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug ...

Before Covid, Google released the MEENA model, which for a short period of time, was the best large language model in the world. The blog and paper Google wrote were incredibly cute, because it ...

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 ...