Blog · corpus.blog/blogs/semianalysis.com
SemiAnalysis
semianalysis.com · Hardware and embedded · English
- Posts on record
- 260
- First published
- 21 August 2020
- Last published
- 16 September 2025
- Feed
- semianalysis.com/feed/
- Language
- English
- Category
- Hardware and embedded
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108blogs citing
218 links from citing blogs
Most cited pages
Page
Blogs
15blogs
DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
/2025/01/31/deepseek-debates/
5blogs
Google “We Have No Moat, And Neither Does OpenAI”
/2023/05/04/google-we-have-no-moat-and-neither/
3blogs
Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
/2024/12/11/scaling-laws-o1-pro-architecture-reasoning-training-infrastructure-orion-and-claude-3-5-opus-failures/
3blogs
MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive
/2024/12/22/mi300x-vs-h100-vs-h200-benchmark-part-1-training/
3blogs
The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/
3blogs
Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Scaling Data
/2025/06/08/scaling-reinforcement-learning-environments-reward-hacking-agents-scaling-data/
3blogs
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
/2023/07/10/gpt-4-architecture-infrastructure/
2blogs
Scaling the Memory Wall: The Rise and Roadmap of HBM
/2025/08/12/scaling-the-memory-wall-the-rise-and-roadmap-of-hbm/
2blogs
GPT-5 Set the Stage for Ad Monetization and the SuperApp
/2025/08/13/gpt-5-ad-monetization-and-the-superapp/
2blogs
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Recent posts
xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raiseoriginal ↗
16 Sept 2025
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneckoriginal ↗
8 Sept 2025
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Timeoriginal ↗
20 Aug 2025
30 Jul 2025
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and Moreoriginal ↗
21 Jul 2025
3 Jul 2025
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