Myron Xie

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.

Nov 20, 2024 | semianalysis.com | Dylan Patel |Wega Chu |Myron Xie |Chaolien Tseng

Nvidia’s GB200 brings significant advances in performance via superior hardware architecture, but the deployment complexities rise dramatically. While on the face of it, Nvidia has released a standard rack that people will just install in their datacenters without much trouble, plug-and-play style, the reality is there are dozens of different deployment variants with tradeoffs and a significant complexity increase generation on generation.

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.

Aug 30, 2023 | semianalysis.com | Dylan Patel |Daniel Nishball |Myron Xie

Endless waffling has been done regarding competition for Nvidia’s dominance in AI, and potential for competitors. While much of this discussion has centered around AMD, with some sidebars on Intel and Cerebras, the fact is that in 2023, no one besides Nvidia will generate even $1B revenue from chips that run large language models. Scratch that, there is one other player.