AgentX – InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?

4

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

Dylan Patel is the founder and chief analyst of Semianalysis, a research firm and newsletter focused on semiconductors, AI infrastructure and the global chip supply chain. He is widely cited for his deep technical insight into GPU markets, hyperscaler strategy and the economics of advanced computing.