Daniel Nishball

2 months ago | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Daniel Nishball |Reyk Knuhtsen

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 design changes that Datacenter developers planning future sites must consider. We previously covered the Electrical system of Datacenters and how the rise of Generative AI is impacting datacenter design and equipment suppliers.

Jan 15, 2025 | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |AJ Kourabi

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 scope and scale, with many calling the efforts overzealous or misguided. The regulation at its core is targeted at preventing China from accessing AI compute to build frontier models.

Dec 10, 2024 | semianalysis.com | Dylan Patel |Daniel Nishball |AJ Kourabi

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 they can find, declaring the end of scaling laws that have driven the rapid improvement in Large Language Model (LLM) capabilities in the last few years.

Dec 3, 2024 | semianalysis.com | Dylan Patel |Daniel Nishball |Reyk Knuhtsen

Amazon is currently conducting one of the largest build-out of AI clusters globally, deploying a considerable number of Hopper and Blackwell GPUs. In addition to a massive Capex invested into Nvidia based clusters, AWS is also investing many billions’ dollars worth of capex into Trainium2 AI clusters. AWS is currently deploying a cluster with 200k+ Trainium2 chips for Anthropic called “Project Rainer”.

Nov 20, 2024 | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |Wega Chu

Nvidia’s Blackwell family is encountering major issues in reaching high volume production. This setback has impacted their production targets for Q3/Q4 2024 as well as the first half of next year. This affects Nvidia’s volume and revenue, as we detailed in the Accelerator Model on July 22nd. In short Nvidia’s Hopper is extended in lifespan and shipments to make up for a chunk of the delays.