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SemiAnalysis

@SemiAnalysis_
semianalysis.com
Joined January 2024
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    SemiAnalysis
    @SemiAnalysis_
    13h
    PoV of NVIDIA acquiring Groq, and then the leftover of Groq is now buying NVIDIA B300/GB300/Rubin GPUs & LPUs and renting them out to enterprises/neolabs. A lot of the clusters Groq is renting out don’t even include LPUs and are just straight-up Blackwell clusters.
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    Groq Inc
    @GroqInc
    21h
    Groq is now an @nvidia Cloud Partner. A milestone for the team and validation of what our customers already experience: Groq runs AI infrastructure to the highest standard. "Inference is becoming the largest and most critical layer of AI, and we intend to run it better than
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    SemiAnalysis
    @SemiAnalysis_
    15h
    Elon shocked the world again on SpaceX's first earnings call: 6-8GW of incremental datacenters in 2027 alone, possibly well above 10GW. Sounds impossible, but we believe it. We see SpaceX on track for ~10GW by year-end 2027, and a path to $300B ARR. (1/5)🧵
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    SemiAnalysis
    @SemiAnalysis_
    19h
    Congrats to @deepseek_ai for their release of DeepSeekv4 Pro 0813 1.5T🔥 It massively beats Nemotron3 Ultra on agentic tasks. This is in addition to DeepSeekv4 Flash 0731 beating Nemotron3 Ultra massively too, while having 4.2x fewer active parameters and close to 2x fewer total
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