SemiAnalysis

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.

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.

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.

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.

1 month ago | semianalysis.com | Dylan Patel |Jeff Koch |Lithos Graphein

“Lithos Graphein” is back as a guest contributor to this report. Follow him on twitter @lithos_grapheinIf TSMC is “the most important company in the world,” according to President Trump, then EUV lithography tools are surely “the most important machines in the world.” Does that make SPIE Advanced Lithography & Patterning the most important conference in the world? Not exactly, but it’s at least a good opportunity to see the latest progress in EUV and advanced logic.