Ivan Chiam

2 weeks ago | semianalysis.com | Dylan Patel |Daniel Nishball |Wega Chu |Ivan Chiam

For the past six months, AMD has been in a Wartime stance. They have been working hard and working smart towards their goal of being competitive with Nvidia. At its Advancing AI 2025 event, AMD launched the MI350X/MI355X GPUs which could be competitive to Nvidia’s HGX B200 solutions for inference of small to medium LLMs on a performance per TCO basis.

1 month 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.

1 month 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.