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xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise

SemiAnalysis·semianalysis.com·3 months ago·MLOps

Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack

SemiAnalysis·semianalysis.com·4 months ago·MLOps

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

SemiAnalysis·semianalysis.com·4 months ago·LLMs

Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion

SemiAnalysis·semianalysis.com·4 months ago·LLMs

H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time

SemiAnalysis·semianalysis.com·4 months ago·MLOps

GPT-5 Set the Stage for Ad Monetization and the SuperApp

SemiAnalysis·semianalysis.com·5 months ago·LLMs

Scaling the Memory Wall: The Rise and Roadmap of HBM

SemiAnalysis·semianalysis.com·5 months ago·LLMs

Robotics Levels of Autonomy

SemiAnalysis·semianalysis.com·5 months ago·Data Engineering

Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More

SemiAnalysis·semianalysis.com·5 months ago·Data Engineering

Meta Superintelligence – Leadership Compute, Talent, and Data

SemiAnalysis·semianalysis.com·6 months ago·Data Engineering