The Great GPU Shortage – Rental Capacity – Launching our H100 1 Year Rental Price Index

GPU Rental Pricing Dashboard Launch

Apr 2 • Daniel Nishball, Jordan Nanos, Cheang Kang Wen, Nigel Chiang, and Dylan Patel

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March 2026

Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield

Microbenchmarking, tcgen05, 2SM MMA, UMMA, TMA, LDGSTS, UBLKCP, Speed of Light, Distributed Shared Memory, GPC Floorsweeps, SM Yield

Mar 31 • Kimbo Chen and Dylan Patel

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Nvidia – The Inference Kingdom Expands

Groq LP30, LPX Rack, Attention FFN Disaggregation, Oberon & Kyber Updates, Nvidia's CPO Roadmap, Vera ETL256, CMX & STX

Mar 24 • Dylan Patel, Myron Xie, Daniel Nishball, Gerald Wong, Kimbo Chen, Clara Ee, Wega Chu, Michael Chen, Ivan Chiam, and Jordan Nanos

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The Great AI Silicon Shortage

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner

Mar 12 • Ivan Chiam, Myron Xie, Ray Wang, Sravan Kundojjala, Gerald Wong, and Dylan Patel

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Are AI Datacenters Increasing Electric Bills for American Households?

Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,

Mar 3 • Aishwarya Mahesh, Jeremie Eliahou Ontiveros, Ajey Pandey, Dylan Patel, and Reyk Knuhtsen

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February 2026

Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon

Vera, Rubin, NVLink 6 Switch, ConnectX-9, BlueField-4, Spectrum-6, Seamless Cableless Compute Tray Design, Power Rack, VR NVL72 TCO and BoM

Feb 25 • Wega Chu, Dylan Patel, Daniel Nishball, Clara Ee, Gerald Wong, Myron Xie, Cheang Kang Wen, Ray Wang, Nicolas Bontigui, Ivan Chiam, and Michael Chen

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InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX

The Artist Known as InferenceMAX. GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang…

Feb 16 • Dylan Patel, Cam Quilici, Bryan Shan, Alec Ibarra, Kimbo Chen, Daniel Nishball, and Cheang Kang Wen

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CPUs are Back: The Datacenter CPU Landscape in 2026

RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral…

Feb 9 • Gerald Wong and Dylan Patel

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Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom

Pricing doubles again, Supercycle is bigger, and could last longer than you think

Feb 6 • Dylan Patel, Ray Wang, Myron Xie, Doug, and Jeff Koch

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Claude Code is the Inflection Point

What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning

Feb 5 • Doug O'Laughlin, Jeremie Eliahou Ontiveros, Jordan Nanos, Dylan Patel, and Daniel Nishball

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January 2026

From Tokens to Burgers: A Water Footprint Face-Off

A different perspective on the datacenter water debate, forget tokens/watt or tokens/dollar, it's about tokens/burger, how many In-N-Outs is equivalent…

Jan 15 • Nicolas Bontigui and Dylan Patel

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Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More

IEDM 2025 Round-Up

Jan 13 • Gerald Wong, Jeff Koch, Randy Chiang, DC, and Dylan Patel

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