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MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC, Power Delivery Nvidia’s Blackwell family is encou…| SemiAnalysis
Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU, Sidecar, PDU, VRM, Busbar, Railkit, BMC Nvidia…| SemiAnalysis
GPT-4 Profitability, Cost, Inference Simulator, Parallelism Explained, Performance TCO Modeling In Large & Small Model Inference and Training Nvidia’s announcement of the B100, B200, and GB200 …| SemiAnalysis
Nvidia H100, Google TPUv5, AMD MI300, Intel Gaudi3/PVC, Cerebras WSE2 AI accelerators are becoming increasingly power-hungry. The Nvidia H100 has thermal design power (TDP) of 700 watts (W) compare…| SemiAnalysis
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There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative the…| SemiAnalysis
Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts| www.semianalysis.com