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Intro SemiAnalysis has been on a five-month long quest to settle the reality of MI300X. In theory, the MI300X should be at a huge advantage over Nvidia’s H100 and H200 in terms of specifications an…| SemiAnalysis
When I was in college I took two intro economics courses: macroeconomics and microeconomics. Macro was full of theories like “low unemployment causes inflation” that never quite stood u…| Joel on Software