Reyk Knuhtsen

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.

2 months ago | semianalysis.com | Dylan Patel |AJ Kourabi |Doug O'Laughlin |Reyk Knuhtsen

DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic that anyone in the world wants to talk about. As it currently stands, DeepSeek daily traffic is now much higher than Claude, Perplexity, and even Gemini. But to close watchers of the space, this is not exactly “new” news. We have been talking about DeepSeek for months (each link is an example). The company is not new, but the obsessive hype is.

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”.