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@SemiAnalysis_

SemiAnalysis

@SemiAnalysis_
semianalysis.com
Joined January 2024
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    8h
    Gemini 3.8 Flash and Muse Spark 1.3 are two of the most clearly benchmaxxed models we've seen yet. Despite being comparable to both GPT-6 and Fable 5.1 on Terminal Bench 2.1, their Terminal Bench 4.0 performance is markedly worse. (1/5)🧵
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  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    12h
    TPU Inference Externalization Full Steam Ahead - InferenceX, Up to 50% Better Performance per Dollar, Rapid Externalization of TPU stack, Growing Customer Base, Ironwood, TPUv8i, Reducing CUDA Moat
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    TPU Inference Externalization Full Steam Ahead
    From newsletter.semianalysis.com
    16
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    15h
    ALERT🚨: AMD INCREASED @vllm_project PERFORMANCE BY 11x IN LESS THAN 19 DAYS ON MI355X AGENTIC WORKLOADS on the modern MiniMax M3 model! This was done entirely through software optimizations, mainly by optimizing the long-context attention op, along with other optimizations!
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    26
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    Sep 6
    What is the cost of 1 F-35 fighter in terms of the # of OG Rubin Ultra 1024GB HBM vs. the new Rubin "Ultra" 192GB HBM?
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    17
  • @SemiAnalysis_
    SemiAnalysis
    @SemiAnalysis_
    Sep 6
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