▶ Videos →

📰 Semi Analysis

5 articles · Updated every 3 hours · View all reads

All Articles 181,632 Blog Posts 166,033 Tech Tutorials 48,651 Research Papers 35,704 News 22,611 ⚡ AI Lessons

Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses

Semi Analysis 🧠 Large Language Models ⚡ AI Lesson 2w ago

Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses

Korea hosts a Squid Games, National AI Tournament, the best non-Chinese open source model then gets eliminated, why Nvidia needs open source, implications Hynix

Kimi K3, The Manos, The Mythos, The Legendos

Semi Analysis 🧠 Large Language Models ⚡ AI Lesson 1mo ago

Kimi K3, The Manos, The Mythos, The Legendos

Kimi K3’s architecture: compressed memory, attention across depth, latent expert routing, and the inference performance

Cerebras — Faster Tokens Please

Semi Analysis 🧠 Large Language Models ⚡ AI Lesson 4mo ago

Cerebras — Faster Tokens Please

// OpenAI and AWS Partnerships, Tokenomics Explainer, Architecture Deep Dive, Datacenter Ramp, Technical Roadmap

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

Semi Analysis 🧠 Large Language Models ⚡ AI Lesson 7mo ago

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, vLLM, TRTLL

Claude Code is the Inflection Point

Semi Analysis 🧠 Large Language Models ⚡ AI Lesson 7mo ago

Claude Code is the Inflection Point

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