Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating …| SemiAnalysis
Oracle’s Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations. All eyes are on the high-profile Stargate JV and the massive Abilene, Texas datacenter…| SemiAnalysis
The largest AI labs are racing to build multi-gigawatt-scale datacenters, and stressing our century-old power grid to an unprecedented extent. Not only is the scale massive, but AI training wo…| SemiAnalysis
In our AI Scaling Laws article from late last year, we discussed how multiple stacks of AI scaling laws have continued to drive the AI industry forward, enabling greater than Moore’s Law grow…| SemiAnalysis
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
This white paper unpacks one of the Biden administration's final acts—the AI Diffusion Rule—analyzing which countries stand to gain, which will be left behind, and how their responses will reshape the global AI landscape.| www.csis.org
The latest reasoning model and what it says about the direction of inference time compute and RL training.| www.interconnects.ai
The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital. We believe that the economic uncertainty indu…| 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
Most people think of AI as a pattern-matching chatbot – good at writing emails, terrible at real thinking.| benjamintodd.substack.com
The DeepSeek Narrative Takes the World by Storm DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic that anyone in the world wants to talk about. As it currently s…| SemiAnalysis
The $5M figure for the last training run should not be your basis for how much frontier AI models cost.| www.interconnects.ai
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
The US government lobbed the largest salvo in the new technology cold war with its new Framework for Artificial Intelligence Diffusion. These new export restrictions are completely unprecedented in…| SemiAnalysis
A step change as influential as the release of GPT-4. Reasoning language models are the current big thing.| www.interconnects.ai