Dylan Patel

@PatrickMoorhead There's non Neocloud customers

@JordanSVIC @SemiAnalysis_ can i have all 3 lmfao

@JordanSVIC @SemiAnalysis_ GPT 3->4 is the biggest jump in AI most people will recognize. Gemini 3 will still be awesome regardless.

Rest the world finally picking up on Google selling TPUs externally. In the Accelerator model, we've discussed details about it over a month ago months regarding both TPUv7 Ghostfish and TPUv8 Sunfish / Zebrafish Since then multiple updates with multiple confirmed customers https://t.co/9n3jHER8LW

@lepikhin @SemiAnalysis_ KK dming now

@lepikhin @SemiAnalysis_ Ur people are leaking a lot on how well pretraining went. Not sure what u think I'm making up. Happy to DM you the exact model details too.

@trackingerror1 @SemiAnalysis_ Correct that's their background not prior role or now current

@trackingerror1 @SemiAnalysis_ We don't make investments. They are not a long short fund.

@nisargypandya We charge for that one, sorry

We're launching a FREE online tool for mapping all the fabs in the world, including capacity, node, etc We have data on 1500 fabs globally, but need help for complete thoroughness Paid internships or full time job to help us track down the details Apply 👇 https://t.co/9CeW6DmivV https://t.co/TtoxcRPJhj

Dingboard is legit dead @yacineMTB https://t.co/ozYpfNtWf4

Bless up Thank you @phones111111 and @withtenacity for tying my Rakhi's that my lovely sisters Niki and Veera mailed me cause we couldn't be together on the holiday Look how awesome this letter is https://t.co/HLhjVaNZTm

Bless up https://t.co/OoukHCuxdV

Interesting coincidence that Cantor Fitzgerald has first question on Nvidia earnings after the H20 unbanned 🤔 https://t.co/coK19uBLHA

If you survive at Intel for more than 5 years you have a PhD in politics And then you go on to Microsoft to do a post doc

Only real ones know ALD Atomic Layer Deposition that is

We are hiring for some General Ops roles: Accounting, Compliance, Contracts. We are scaling and need sharp talent. Answer this: What’s one way AI could make ops more efficient at a fast-growing research firm? Apply on the SemiAnalysis job board (Dover). https://t.co/q3Neblgwbp

@sirmo @appenz @SemiAnalysis_ @tri_dao Algorithms are often not completely transferable at peak performance to different HW SW / HW codesign is important

@sirmo @appenz @SemiAnalysis_ @tri_dao Look at FA3 roofline on Hopper or FA4 roofline on Blackwell then look at FA ports on AMD or Gaudi FA is not just kernel fusion It's sophisticated HW / SW design

IFS is the newest 3 letter agency

Doug was telling me about his dream last night He went to a LLM normie user meetup to see use cases One of the most popular ones was letting Ani run mass for small rural churches @fabknowledge

Feel like I'm taking crazy pills. We are just back at step one. Don’t store KV cache, just recompute it.

We dove into the H100's performance improvement over time from software over 2 years. Covered power usage + $ cost for training in a very detailed way for training runs on thousands of GPUs Equating this to US household power consumption @JeffDean + GB200 reliability challenges

@willbitsky @benthompson Bro I'm 29 aren't u pretty young too.

@ViepliveeLee I grew up in south Georgia. We eat Chicken feet. Atleast African American soul food culture.

@Avatonn @eriktorenberg Hmm based on our testing, pro, yes. Thinking, no.

Taking Chinese people from China to American Chinese restaurants and then making them try Crab Rangoon for the first time is one my favorite things to do. Exportation of American cultural is important

@MollySOShea @eriktorenberg I look good as fuck though. Also walked in to their office on a call and walked out for call.

@wolfejosh More than half of meta spend on AI infra this year goes to core business not genAI. Google similar. Cloud businesses have very solid RoIC. Tesla capex on supercomputers is a tiny fraction total capex and that's all for FSD I think you're not counting revenue side properly.

@a16z Why is there no future music in the background? @eriktorenberg @humford