Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
Analysis
Analysis News
Newsletters and long-form commentary on where AI is heading
Understanding and Implementing Qwen3 From Scratch
Analysis
Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
Analysis
Mass Intelligence
Analysis
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
Analysis
GPT-5 Set the Stage for Ad Monetization and the SuperApp
Analysis
Scaling the Memory Wall: The Rise and Roadmap of HBM
Analysis
From GPT-2 to gpt-oss: Analyzing the Architectural Advances
Analysis
GPT-5: It Just Does Stuff
Analysis
Robotics Levels of Autonomy
Analysis
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More
Analysis
The Big LLM Architecture Comparison
Analysis