SemiAnalysis (@SemiAnalysis_)

ANTHROPIC WILL BE AN AMD CUSTOMER, ACCORDING TO THE PUBLIC GITHUB OF AMD’S SENIOR DIRECTOR OF AI 🚨🚨 We explain the GitHub code and nuances below👇️ 1/4🧵 ...

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, lea...

What's the better business model for an AI lab, subscription or API? (1/4)🧵...

People think AI inference margins are a race to the bottom. Anthropic's gross margins were -94% in 2024. MiniMax was -25%. The narrative made sense (1/5)🧵 ...

DeepSeek released another model: this time, it is able to do what most reasoning models can't. Below we explain how they did this 🧵👇 1/6 ...