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

Nov 12 • 

Dylan Patel

, 

Jeremie Eliahou Ontiveros

, 

Myron Xie

, 

Jordan Nanos

, 

AJ Kourabi

, 

Wei Zhou

, 

Daniel Nishball

, 

Ivan Chiam

, and 

Clara Ee

185

12

21

ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System

95% Coverage By Volume, 84 Providers Rated, 209 Providers Tracked, 140+ Customers Surveyed, 46,000 Words For Your Enjoyment

Nov 6 • 

Jordan Nanos

, 

Daniel Nishball

, 

Michelle Shen

, 

Cheang Kang Wen

, 

Wei Zhou

, 

Jeremie Eliahou Ontiveros

, and 

Dylan Patel

113

3

5

October 2025

How to Kill 2 Monopolies with 1 Tool

Substrate X-Ray Lithography, a New American Foundry, $10k Logic Wafers

Oct 29 • 

Dylan Patel

, 

Jeff Koch

, 

Gerald Wong

, and 

Andrew Wagner

160

7

13

Nanoimprint Lithography: Stop Saying It Will Replace EUV

NIL basics, why it won’t replace EUV, details of Canon’s tool, possible applications

Oct 26 • 

Jeff Koch

 and 

Dylan Patel

93

1

7

Quadruped State of The Market - Unitree, Boston Dynamics, ANYbotics, DEEP Robotics, and The Rising Application Ecosystem

Quadrupeds Superior Scalability, Unitree's Incredible Production, Third Party Providers Introduce New Dynamics, Novel Applications And Opportunities…

Oct 20 • 

Reyk Knuhtsen

, 

Dylan Patel

, 

Niko Ciminelli

, 

Joe Ryu

, 

Jeremie Eliahou Ontiveros

, and 

Robert Ghilduta

70

9

InferenceMAX™: Open Source Inference Benchmarking

NVIDIA GB200 NVL72, AMD MI355X, Throughput Token per GPU, Latency Tok/s/user, Perf per Dollar, Tokens per Provisioned Megawatt, DeepSeek R1 670B, GPTOSS…

Oct 9 • 

Kimbo Chen

, 

Dylan Patel

, 

Daniel Nishball

, 

Cam Quilici

, and 

Cheang Kang Wen

147

8

10

September 2025

xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise

On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL…

Sep 16 • 

Jeremie Eliahou Ontiveros

, 

Dylan Patel

, 

Wei Zhou

, 

AJ Kourabi

, and 

Maya Barkin

33

3

Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack

New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends

Sep 10 • 

Dylan Patel

, 

Daniel Nishball

, 

Kimbo Chen

, 

Wega Chu

, 

Ivan Chiam

, and 

Cheang Kang Wen

17

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon

Sep 8 • 

Dylan Patel

, 

AJ Kourabi

, 

Myron Xie

, and 

Jeff Koch

7

1

Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion

Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models

Sep 3 • 

Jeremie Eliahou Ontiveros

, 

Dylan Patel

, 

AJ Kourabi

, and 

Myron Xie

13

1

August 2025

H100 vs GB200 NVL72 Training Benchmarks - Power, TCO, and Reliability Analysis, Software Improvement Over Time

Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability, Backplane Downtime

Aug 20 • 

Dylan Patel

 and 

Daniel Nishball

4

GPT-5 Set the Stage for Ad Monetization and the SuperApp

How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries

Aug 13 • 

Doug

, 

Dylan Patel

, 

Wei Zhou

, and 

AJ Kourabi

7