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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
 • Dylan Patel and Daniel Nishball
28
How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
 • Dylan Patel
30
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
 • Dylan Patel and Gerald Wong
50
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
 • Dylan Patel, Wega Chu, Daniel Nishball, Myron Xie, and Chaolien Tseng
13
Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
 • Dylan Patel, Daniel Nishball, and Jeremie Eliahou Ontiveros
17
100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
 • Dylan Patel and Daniel Nishball
24
AI Neocloud Playbook and Anatomy
H100 Rental Price Cuts, AI Neocloud Giants and Emerging Neoclouds, H100 Cluster Bill of Materials and Cluster Deployment, Day to Day Operations, Cost…
 • 
Dylan Patel
 and 
Daniel Nishball
10
Clash of the Foundries: Gate All Around + Backside Power at 2nm
Fab Cost, WFE Implications, Backside Power Details
 • 
Dylan Patel
 and 
Jeff Koch
10
Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure WinnersGigawatt Clusters, Telecom…
 • 
Dylan Patel
, 
Daniel Nishball
, and 
Jeremie Eliahou Ontiveros
17
The Memory Wall: Past, Present, and Future of DRAM
Winners & Losers in the 3D DRAM Revolution
 • 
Dylan Patel
, 
Jeff Koch
, 
Tanj
, 
Wega Chu
, and 
Afzal Ahmad
6
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
MGX GB200A NVL36, B102, B20, CoWoS-L, CoWoS-S, GB200A NVL64, ConnectX-8, Liquid Cooling vs Air Cooling, NVLink Backplane, PCB, CCL, Substrate, BMC…
 • 
Dylan Patel
, 
Wega Chu
, 
Daniel Nishball
, 
Myron Xie
, and 
Chaolien Tseng
13
GB200 Hardware Architecture - Component Supply Chain & BOM
Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU…
 • 
Dylan Patel
, 
Wega Chu
, 
Chaolien Tseng
, 
Myron Xie
, 
Jeremie Eliahou Ontiveros
, and 
Daniel Nishball
22
100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
Frontier Model Scaling Challenges and Requirements, Fault Recovery through Memory Reconstruction, Rack Layouts
 • 
Dylan Patel
 and 
Daniel Nishball
24
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