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Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, high throughput engine Prefill, high…
 • Bryan Shan, Daniel Nishball, Cam Quilici, Kimbo Chen, Alec Ibarra, and Dylan Patel
SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Tiple-Digits
 • Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Jordan Nanos, Max Kan, Dylan Patel, and Muhammad Zuhair
Gemini is Cooked but GCP is Cooking
or why DeepMind's long term failure is GCP's short term gain
 • Max Kan, Joey Brookhart, Doug O'Laughlin, and Dylan Patel
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Claude Code is the Inflection Point
 • Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, Dylan Patel, and Daniel Nishball
TPUv7: Google Takes a Swing at the King
 • Dylan Patel, Myron Xie, Daniel Nishball, Wei Zhou, Jeremie Eliahou Ontiveros, Ivan Chiam, Cheang Kang Wen, Clara Ee, Wega Chu, Kimbo Chen, AJ, and Michael Chen
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
 • Jeremie Eliahou Ontiveros, Dylan Patel, Myron Xie, Wei Zhou, Jordan Nanos, Clara Ee, Daniel Nishball, and AJ
Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect
 • Dylan Patel, Daniel Nishball, Myron Xie, Ivan Chiam, Clara Ee, and Patrick Zhou
CPUs are Back: The Datacenter CPU Landscape in 2026
 • Gerald Wong and Dylan Patel
AI Value Capture - The Shift To Model Labs
 • Daniel Nishball, Dylan Patel, Cheang Kang Wen, Crystal Huang, Max Kan, Ray Wang, Myron Xie, Zane Fong, and Clara Ee
Kimi K3, The Manos, The Mythos, The Legendos
Kimi K3’s architecture: compressed memory, attention across depth, latent expert routing, and the inference performance
 • Kimbo Chen, Shubham Choudhari, Bryan Shan, and Dylan Patel
The Wild Wild West Of LEGO Datacenters
The Labor Problem and Modularization to the Rescue
 • Nicolas Bontigui, Eric (Junqi) Wen, Jeremie Eliahou Ontiveros, Nigel Chiang, Reyk Knuhtsen, and Dylan Patel
Can AMD break the CUDA Moat? AMD Advancing AI 2026
Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Production Ramp Hell, Up to 105…
 • Bryan Shan, Daniel Nishball, Myron Xie, Wega Chu, Ivan Chiam, Cam Quilici, Cheang Kang Wen, Kimbo Chen, Gerald Wong, Zane Fong, Jordan Nanos, and Dylan Patel
Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
3 bit Rubin LUT Based Tensor Core, SM140 Feynman, Rack Scale, Perf Per MegaWatt, Perf Per Dollar, Software Improvements, Public Rubin Software, PyTorch…
 • Alec Ibarra, Bryan Shan, Daniel Nishball, Zane Fong, Cam Quilici, Kimbo Chen, Jordan Nanos, and Dylan Patel
Meta’s Infrastructure Team Needs A Culture Reset
Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered technology solutions that lose sight of broader…
 • Wayne Ma, Myron Xie, Julien Martin-Prin, Daniel Nishball, and Dylan Patel
The Future of Meta Superintelligence: A 1 Year Progress Update
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…
 • Max Kan, Julien Martin-Prin, Jeremie Eliahou Ontiveros, and Dylan Patel
Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak
Anthropic’s Opportunity is Theirs to Lose
 • Joey Brookhart, Crystal Huang, and Dylan Patel
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