Semianalysis

OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a ClusterMAX 3.0 Preview

OpenAI’s self-designed ASIC compared with Rubin, Jalapeño’s TCO, throughput per MW, and spicy deets

$3 Million USD dataset open sourced, 1 Mil+ Context Length, Multiturn, Sub Agents 95%+ KVCache HitRate, GB300 NVL72, MI355, B200

Comparing open vs. closed models across the eras of frontier models

Double the Performance with Double the Power

American Grid design needs an overhaul, Why it is good to be full of cold air.

Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, high throughput engine Prefill, high interactivity engine decode

Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Tiple-Digits

or why DeepMind's long term failure is GCP's short term gain

Kimi K3’s architecture: compressed memory, attention across depth, latent expert routing, and the inference performance

The Labor Problem and Modularization to the Rescue

Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Production Ramp Hell, Up to 105% Discounts from Finance Engineering

3 bit Rubin LUT Based Tensor Core, SM140 Feynman, Rack Scale, Perf Per MegaWatt, Perf Per Dollar, Software Improvements, Public Rubin Software, PyTorch, vLLM, OpenAI Triton

Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered technology solutions that lose sight of broader organizational needs.

A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever seen, 2000km+ scale-across, and some advice for Google DeepMind

Anthropic’s Opportunity is Theirs to Lose

Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access, Develop AI Financing, Grow Neoclouds.

Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon?

ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft

Was Widespread TokenMaxxing Ever Really Here?