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@SemiAnalysis_

SemiAnalysis

@SemiAnalysis_
semianalysis.com
Joined January 2024
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    1h
    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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    4
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    10h
    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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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    13h
    An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If there are existing vulnerabilities that have been described publicly in popular
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    16h
    OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well
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    47
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    20h
    Shoutout to the cracked team at @vllm_project that implemented recent agentic workload optimizations. (1/5)🧵
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