Dylan Patel

My friend Jin, with a 1.5 year old baby showed me her Google photos album, it said 23,000 photos. Over 40 photos a day! "How do you think these clouds make money? It's not B2B bullshit it's photos of babies and dogs." @doublejintonic also her twitter profile name is absurdly good

It's eggnog just alcoholic horchata

Uber driver told me how he was scared about AI taking over everything But this week at Neurips, he gave rides to ~20 researchers, now he's not worried at all about it Turns out the solution to AI doomerism is simply talking to PHDs who run experiments on 3 GPUs Who woulda known

Anyone who knows how Jensen operates knows that he reads and replies to ungodly numbers of emails. Just do some basic research.

What's your favorite fruit, AGI lab edition

Only NVIDIA, AWS, Google have successfully deployed rack scale architecture Trn3 is the 2nd after Nvidia with switched scale up topology, which is better for frontier mixture of experts models AWS Trainium3 course corrects on software Switch design choices are... interesting

When a Nebius cluster goes down It's not failing It's Staling

@ElmoTheHokage @MatthewBerman @natolambert Happy birthday?

Playing "AI Guess Who?" with @natolambert I mogged him The strategy is asking yes no questions that eliminate ~50% the field. So in AI Guess Who?, the optimal first question I asked that Nathan was afraid to was "Are they yellow?" Are they Jewish is an acceptable first Q too https://t.co/ci3cm0Wohp

@RyanWatts13466 @timzaman South West Georgia has 0

Git my dad a car too! 😎 And yes @timzaman before u try to flame me again, it's even full electric instead of hybrid like the one I got my Mom. Charging infra still trash in South Georgia but there were some stations were built. https://t.co/1UfHUHMHqk

@_Memorious_ @SemiAnalysis_ Firm has people who worked at Nvidia, Microsoft, TSMC, Google

Since peoole had trouble understanding the report, we've decided to make a major change. We will no longer drop 10k word nuanced pieces that describe what's happening in AI from models to datacenters to silicon. Instead we will do infographics even the buy side can understand.

CiCi Wei https://t.co/kRthnaon5B TIL most you don't have the experience of CiCi's Pizza for $5.99 unlimited https://t.co/uBW6U9gCu7

OpenAI hasn’t even deployed TPUs yet and they’ve already saved ~30% on their entire lab wide NVIDIA fleet. This demonstrates how the perf per TCO advantage of TPUs is so strong that you already get the gains from adopting TPUs even before turning one on. The piece covers a lot https://t.co/lfDzw1thB3

Mom said we got TPUs-at-home https://t.co/Iez1zN1CKT

Best Sunday night activity @FlintCasey @TrentonBricken @polynoamial @dmdohan @erika_alden_d @SGRodriques @robertghilduta https://t.co/NcdrYz1jQB

When the reccomendation systems starts serving me low quality mobile game ads in between my slop doom scrolling, I get sad My ad auction is worth more than this please advertisers It's a validation that the recsys doesn't view me as worthy for expensive hyper targeted ads 😭

Overheard by @JordanNanos “SemiAnalysis: Covering the spectrum, for those on the spectrum”

We told a candidate to do a case study on Marvell They got so bearish that they backed out of the entire process "The industry is too cyclical and dynamic" "built on a pillar of sand" Tbh kinda based this kid recognized a shitco immediately with 0 experience in semis $MRVL https://t.co/gAcH9dAFaq

Broke my foot at family reunion / cousin bday playing football Now I'm headed to Taiwan cause can't miss this crazy week My nephew confused as hell with my attempt at single legged bridge Also had to quote tweet this one for the irony https://t.co/tEj8zJFwxg

Overheard on the street yesterday "I asked AI how to breakup with my boyfriend but the wording it gave was too nice so I just did it myself because fuck him."

@sami__salman @Neobreeze_ @SemiAnalysis_ We talked about it haha. He always does and has for decades

Just so it's clear to everyone, I was listening to Scott explain the DC, but I was also super intently focused on figuring out the fiber patch panel config.

It was absolutely amazing and surreal to get to grill Satya on his AI strategy. He has some really good responses, but also some areas where we disagree. See the interview below and the report we wrote up and posted today! https://t.co/Ah1SOWVsE2

God Bless America Last week this was so fun!

My nephew's is named Neev. Unfortunately, coincidentally there's a neocloud named Neev Cloud who we had to rank not reccomended in ClusterMAX. The CEO is a cool dude I hope they move up, biased cause the name The objective assessment was to put them in the final category though https://t.co/uI04Z1pqp7

My nephew is ready for ClusterMAX v2 in 24 minutes! https://t.co/ogLrbVRrT6

are we going to get TPUs in orbit before we get first class TPU support in PyTorch?

You know what I'm done with SemiAnalysis I'm gonna go with my true calling Doing RAG on enterprise databases