Nvidia announced the Rubin CPX, a solution that is specifically designed to be optimized for the prefill phase, with the single-die Rubin CPX heavily emphasizing compute FLOPS over memory bandwidth…| SemiAnalysis
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 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 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
The $5M figure for the last training run should not be your basis for how much frontier AI models cost.| www.interconnects.ai