The first portion of this report will explain HBM, the manufacturing process, dynamics between vendors, KVCache offload, disaggregated prefill decode, and wide / high-rank EP. The rest of the repor…| SemiAnalysis
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Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite seemingly unlimited resources, Meta has been falling behind foundation labs in model performance.| SemiAnalysis
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The test time scaling paradigm is thriving. Reasoning models continue to rapidly improve, and are becoming more effective and affordable. Evaluations measuring real world software engineering tasks…| SemiAnalysis
The SemiAnalysis AI Datacenter Model is used to understand current and forecast datacenter critical IT power capacity for both colocation and hyperscale datacenters with a focus on the demand drive…| SemiAnalysis
The ClusterMAX™ Rating System and content within this article were prepared independently by SemiAnalysis. No part of SemiAnalysis’s compensation by our clients was, is, or will be directly or indi…| SemiAnalysis
The Reasoning Token Explosion AI model progress has accelerated tremendously, and in the last six months, models have improved more than in the previous six months. This trend will continue b…| SemiAnalysis
Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable desi…| SemiAnalysis
Effective: November 4, 2024 About this Privacy Policy Your privacy and trust are important to us. This Privacy Policy outlines how we collect, use, and share your information (“Information”) throug…| SemiAnalysis
Merry Christmas has come thanks to Santa Huang. Despite Nvidia’s Blackwell GPU’s having multiple delays, discussed here, and numerous times through the Accelerator Model due to silicon, packaging, …| SemiAnalysis
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