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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 Kourabi, 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 Kourabi
Google "We Have No Moat, And Neither Does OpenAI"
 • Dylan Patel and Afzal Ahmad
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
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
 • Ajey Pandey, Jeremie Eliahou Ontiveros, and Dylan Patel
AWS Trainium3 Deep Dive | A Potential Challenger Approaching
 • Dylan Patel, Daniel Nishball, Wega Chu, Myron Xie, Ivan Chiam, Clara Ee, Cheang Kang Wen, Wei Zhou, Jeremie Eliahou Ontiveros, and Tanj Bennett
RL Environments and RL for Science: Data Foundries and Multi-Agent Architectures
Worker Automation, RL as a Service, Anthropic's next big bet, GDPval and Utility Evals, Computer Use Agents, LLMs in Biology, Mid-Training, Lab…
 • AJ Kourabi and Dylan Patel
Co-Packaged Optics (CPO) Book – Scaling with Light for the Next Wave of Interconnect
Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with…
 • Dylan Patel, Daniel Nishball, Myron Xie, Ivan Chiam, Clara Ee, and Patrick Zhou
How AI Labs Are Solving the Power Crisis: The Onsite Gas Deep Dive
Bring Your Own Generation, Sayonara Electric Grid, Turbines vs. Recips. vs. Fuel Cells, Why Not Build More CCGTs?, Onsite Power TCO
 • Ajey Pandey, Jeremie Eliahou Ontiveros, and Dylan Patel
AWS Trainium3 Deep Dive | A Potential Challenger Approaching
NL72x2/NL32x2 Scale Up Rack Architecture, Step-Function Software & System Improvements, Optimized Perf per TCO, “Amazon Basics” GB200 NVL36x2, Astera…
 • Dylan Patel, Daniel Nishball, Wega Chu, Myron Xie, Ivan Chiam, Clara Ee, Cheang Kang Wen, Wei Zhou, Jeremie Eliahou Ontiveros, and Tanj Bennett
TSMC Overseas Fabs – A Success?
Why Morris Chang Said U.S. Fabs Will Fail, Wafer Cost and Economics of Taiwan vs. U.S. Fabs, TSMC Supply Chain Details
 • Dylan Patel, Steven Lee, and Jeff Koch
TPUv7: Google Takes a Swing at the King
Anthropic’s 1GW+ TPUs, New customers Meta/SSI/xAI/OAI, Full Stack Review of v7 Ironwood, CUDA Moat at risk, Next Generation TPUv8AX and TPUv8X versus…
 • Dylan Patel, Myron Xie, Daniel Nishball, Wei Zhou, Jeremie Eliahou Ontiveros, Ivan Chiam, Cheang Kang Wen, Clara Ee, Wega Chu, Kimbo Chen, AJ Kourabi, and Michael Chen
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
"The Big Pause", AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot Woes, MAI and Maia Floundering
 • Jeremie Eliahou Ontiveros, Dylan Patel, Myron Xie, Wei Zhou, Jordan Nanos, Clara Ee, Daniel Nishball, and AJ Kourabi
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SemiAnalysis
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