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SemiAnalysis
@SemiAnalysis_
semianalysis.com
Joined January 2024
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    SemiAnalysis
    @SemiAnalysis_
    2h
    Most of AMD’s top 10x AI engineers are in Shanghai 🔥 This includes AMD’s MoRI collective and UMBP KV-cache offloading and pooling team, its disaggregated-applications forward-deployed engineering team, and other AMD teams that understand how to approach inference engineering
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    SemiAnalysis
    @SemiAnalysis_
    4h
    Hot early estimates from the Atlanta Fed GDPNow have eroded 11 out of 12 times excluding the Covid period. Heroic forecasts require heroic proof. Thankfully GDPNow is self-correcting as more info is released in the quarter. x.com/AtlantaFed/sta…
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    SemiAnalysis
    @SemiAnalysis_
    9h
    Our Taiwan test consumable vendor trackers keep flashing the same signal: demand is robust. The real question isn't whether it's strong today - it's whether it's sustainable. For that, you have to look one layer up the chain, at test equipment. (1/6)🧵
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    SemiAnalysis
    @SemiAnalysis_
    Aug 6
    The datacenter fight in the US has so far run through county boards and city councils. But that ended on July 14, when Gov Kathy Hochul signed Executive Order 62 and New York became the first state to implement a datacenter moratorium. (1/5)🧵
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