Dylan Patel

In the beginning was the Sand. And in the sand there lies the bones of a fab. And within the fab there lies an alien. An angel. Our sweet alien angel that sleeps through the long night. When it wakes up it will bathe in an acid strong enough to kill a man. It will stare at its own reflection in floating droplets of liquid metal. In the shadows of a purple sun it spits blood thick with silicon onto the desert that shifts with the unreality of Sora sand. Passage is from @recurrented who was an inspiration for the prior poetry yesterday. Go read her experience of working at TSMC Arizona. https://t.co/tlf8clKAiy

Going to NeurIPS? Can't go but wish you could? Generally just a nerd who likes ML? Join our holiday get together + community potluck + discussion of the best new AI research with @swyx @eraqian @picocreator @vibhuuuus It's today at 4 in San Francisco! https://t.co/tGR6CCJlij

Once you're in the bay long enough, you learn that Canadians (yuck) specifically from Waterloo, are the proletariat that holds up Silicon Valley

After extensive evaluations (vibes) O1 Pro is much better than O1 Preview. The OpenAI people saying the evals are an early checkpoint are not lying.

They simply needed preview to look as good as possible, even though it wasn’t done, to raise the last round?

Galaxy brain take from China folks CCP psyopped Yoon Suk Yeol, the incompetent anti-China leader of South Korea, into thinking the left was being was taken over by North Korea This caused him to do a coup China knew it'd fail + he'd be impeached Resulting in a pro-China successor

400k Tranium 2 cluster for Anthropic by Amazon Who said scaling was dead again? See full architecture, server, and software details below. https://t.co/LfECdFOrQL

If you need help logging in or have trouble recieving emails, please check out the FAQ. We also have a support team member to help so reach out below. https://t.co/EIlApiBuL5

@I_loves_deep_nn When will metal oxide resist / dry resist be prevalent and what's holding it back from being adopted?

@pranjalssh @Si_Boehm Ur number on cublas 4k is slower then I see too hmmm

DO THE ROAR

China's YMTC is running 400-500k wafers a year of leading edge NAND. They are doing this with domestic wafers too. They still rely on foreign tools, foreign photoresist, and foreign pre cursors. https://t.co/HADQILD8j7

Deepseek has over 50k Hopper GPUs to be clear. People need to stop acting like they only have that 10k A100 cluster. They are omega cracked on ML research and infra management but they aren't doing it with that many fewer GPUs

Yoooo what the fuck is UGA posting? This is so fire wtf

Scaling laws are still true because all the labs use Google Sheets and can't fit a sigmoid in that, just straight lines on log log plots. All the finance Excel bros freaking out because they can plot a sigmoid but don't know what that means.

TSMC gets it Can get all technical about who did what Original FABS act was Republican CHIPS Act was more bipartisan but more Democrat None this matters though, the entire semiconductor industry has to let Trump admin take credit so we can get CHIPS Act 2 https://t.co/mRnPln0rgk https://t.co/U90aEABfpo

Gave a lecture today at Stanford in CS 229S - Systems for Machine Learning Topics were AI infrastructure, multi-datacenter training, and asynchronous fault tolerance Also our inference simulator to quantify cost impact of reasoning + throughput vs latency https://t.co/CoGOJlZHKQ https://t.co/ZETKZq3psn Vid here https://t.co/GKoNrO94rZ

I love our hit record on power semi stocks Sent MPS $MPWR note to buyside clients on Oct 25th, stock fell over 30% since - sales@semianalysis.com Report $VICR in 2022, stock fell 20% after that day Report $VICR in 2023, stock fell 60% in next couple months https://t.co/FaWrW9Movi https://t.co/Uz34rIIqK1

xAI got approval by TVA (Tennessee Valley Authority) board for 150MW of grid power 4 days ago And it looks like Trump will be able to help Elon get power faster lol https://t.co/aCArislpUc

you wouldn't know my girlfriend she's in stealth mode

The difference between European semiconductor companies outsourcing all fabrication to East Asia vs American semi firms insourcing is stark The reason $NXPI is capital light is defeatist European industrial policy The reason for $TXN is exceptional American industrial policy https://t.co/92JxrbGDao

Got some new announcements including new launche + company updates below We hit 17 folks globally /w 2 office locations, most of our revenue comes from industry models and consulting With that comes our new site, leaving Substack, and new site features 1/5 https://t.co/vHUX72BzSW The first free feature we are launching is the die yield calculator. This includes many features such as different wafer/panel sizes, various yield models, and much much more. This can be used to understand costs of chips and the manufacturing cost. https://t.co/3gWZpdbPNT 2/5 https://t.co/S0xnbSf9si Given most our business is data and consulting, we are launching …

AI Saftey people are deeply unserious. Thomas Edison, a tech bro, electrocuted elephants with AC power just prove that Nikola Tesla, another tech bro, had dangerous technology When will an AI Saftey organization kill an elephant with AI to prove the risk? https://t.co/w57NM4RKA8 https://t.co/xn1oHzxsZi

@sky1nfinity That's the point though. What if I meme it into existence by the LLMs.

Decided to dress up as a fraud for Halloween I scared the ever loving shit out of the Ernst & Young https://t.co/gXwbwF8bAu

AI reveals all frauds Supermicro accounting, stuffing channels, having servers shipped to China $SMCI Bank research is actually SemiAnalysis reports in bullet points Half the bullet points are ctrl + c / ctrl + v They didn't even rephrase with chatGPT 😭 https://t.co/NzQSnRphVe https://t.co/8yTQvQt7T3

SemiAnalysis has a Singapore office and is looking for full time folks for in person roles analyzing the supply chain of AI infrastructure Passion for AI, datacenters, or semiconductors required Technical engineers + ex-buyside roles available, new grads welcome

Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls https://t.co/OvWQkZwBQd

6 days later https://t.co/RiQmdkglqW

There's 3 possibilities if it isn't BS reporting like they did with Huawei 910B just earlier this week. 1. Comparing N4 in Arizona vs N3 in Taiwan 2. Favorable mix of Apple SoC w/ fewer metal layers vs HPC in TW w/ more 3. Has newer tools like ASML 3600D vs 3400C, better overlay To expand more. They could be comparing Arizona making a shitload of apple chips that are small and therefore have much higher yield versus complex HPC chips that are large and have more complexity in the metal layers. Those additional metal layers You were lithography tools as well as other deposition etch etc will always have minor improvements and upgrading old t…