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SemiAnalysis
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@SemiAnalysis_

SemiAnalysis

@SemiAnalysis_
semianalysis.com
Joined January 2024
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    11h
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    @dylan522p
    Dylan Patel
    SemiAnalysis
    @dylan522p
    18h
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    Been trying Anthropic Fable 5.1 vs OpenAI Astra recently. Pretty clear who the real winner is.
    26
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    15h
    A (popcorn) kernel is a specialized seed from a variety of corn that can burst open and turn inside out when heated.  A kernel is also a few hundred lines of GPU code that executes the math and attention op in an LLM.  A GPU only delivers its paper FLOPS if kernel keeps the
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    19h
    Zhipu ($2513.HK) filed its first interim report as a public company on 31 Aug. 19 of the 60 pages read like a technical blog, plus a 9-page technical glossary. Most investors would not expect to see GRPO, mHC and a 3D pareto frontier chart in a financial report. Zhipu defines the
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    22h
    Why did Intel abandon EMIB for their 2027 Diamond Rapids CPU? Uniform Memory Access. All CPU cores in each CBB can access all 16 memory channels with a single hop. UCIe-S through the substrate was required to route signals underneath the near-IMH to the far-IMH with about 30mm of
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    12
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    Sep 4
    On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Shoutout to vLLM, AMD, and LMCache engineers.
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