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Vikram Sekar
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@vikramskr

Vikram Sekar

@vikramskr
Physics-first semi research, ex-Qualcomm Substack: viksnewsletter.com Podcast: semidoped.com Institutional: semiexponent.com NFA. DYODD
ViksNewsletter.com
Joined November 2020
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  • Pinned
    @vikramskr
    Vikram Sekar
    @vikramskr
    Sep 1
    Article cover image
    Article
    How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit
    A recent notable trend is that HBM performance is decoupling from stack height. Reports over the last month that Rubin Ultra drops HBM from 12-high to 8-high have been read as a supply-driven...
    4
  • @vikramskr
    Vikram Sekar
    @vikramskr
    21h
    I am not an AI doomer, but even frontier AI fails me sometimes. My workload = trying to understand something. When asking questions to Fable 5.1, it made so many damn mistakes that it said, "here you go, think for yourself." If Astra = AGI, maybe it won't do this and actually
    Image
    9
  • @vikramskr
    Vikram Sekar
    @vikramskr
    Sep 5
    Ok but still no multithreading. 🤷‍♂️
    @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    Sep 4
    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
    Image
    3
  • @vikramskr
    Vikram Sekar
    @vikramskr
    Sep 5
    The opening slide across all five Hot Chips talks by NVIDIA.
    Image
    4
  • @vikramskr
    Vikram Sekar
    @vikramskr
    Sep 4
    A great animation from Nvidia that shows why a CPU used in a GPU head node should have high per-core performance.
    Image
    00:00
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