Articles from newsletter.semianalysis.com

Articles from newsletter.semianalysis.com

A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (newsletter.semianalysis.com)
6 hours ago Amazon Budget

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
6 days ago Google AI Nvidia

A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip (newsletter.semianalysis.com)
23 days ago Microsoft AI GitHub

SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night (newsletter.semianalysis.com)
2025-10-11 AI

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