Dylan Patel
Founder and Chief Analyst at SemiAnalysis
SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Articles
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2 weeks ago |
semianalysis.com | Dylan Patel |Daniel Nishball |Ivan Chiam
It has been long claimed that AMD’s AI servers can achieve better inference performance per total cost of ownership (TCO) than Nvidia. We have spent the past six months investigating and validating this claim through a comprehensive analysis and benchmarking of inference solutions offered by both Nvidia and AMD. We expected to arrive at a simple answer, but instead the results were far more nuanced and surprising to us.
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3 weeks ago |
semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |AJ Kourabi |Ivan Chiam
The US has signed two landmark agreements with the United Arab Emirates and Kingdom of Saudi Arabia (KSA) that that will noticeably shift the balance of power. The deals have economic, geopolitical, and national security implications and taken together we believe these bilateral deals reinforce America’s claim to AI leadership. They also raise real concerns – but none that the US can’t address.
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1 month ago |
semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Maya Barkin |Gigawatt Dreams
Over the last few months, there have been a number of headlines raising concerns about Microsoft’s reduction in datacenter leasing activities including a few datacenter leasing cancellations. We called out Microsoft’s exit of multiple datacenter leasing contracts to our datacenter model clients on December 17th (two months before the Wall Street headlines). This story isn’t as simple as it seems and there is a lot more nuance to Microsoft’s actions.
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1 month ago |
chinatalk.media | Jordan Schneider |Dylan Patel |Doug O'Laughlin
Dylan Patel and Doug O’Laughlin of SemiAnalysis explore Huawei new rack and its broader strategy of leveraging structural advantages to resist, circumvent, and nullify export controls — as well as how the U.S. government should respond. We also get into chip tariff policy. Semiconductors are exempt from Trump’s reciprocal tariffs for now, but the administration has signaled that chip-specific tariffs are coming soon.
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1 month ago |
semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie |Wega Chu
Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level not just at the chip level, with innovation at the accelerator, networking, optics, and software layers.
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