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Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls
Oct 28
•
Dylan Patel
,
Jeff Koch
, and
Sravan Kundojjala
7
Datacenter Anatomy Part 1: Electrical Systems
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, ATS…
Oct 14
•
Dylan Patel
,
Jeremie Eliahou Ontiveros
, and
Daniel Nishball
8
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…
Oct 3
•
Dylan Patel
and
Daniel Nishball
10
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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
Aug 28, 2023
•
Dylan Patel
and
Daniel Nishball
28
How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
Jan 16, 2023
•
Dylan Patel
30
GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE
Jul 10, 2023
•
Dylan Patel
and
Gerald Wong
52
Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms
Aug 4
•
Dylan Patel
,
Wega Chu
,
Daniel Nishball
,
Myron Xie
, and
Chaolien Tseng
13
Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
Sep 4
•
Dylan Patel
,
Daniel Nishball
, and
Jeremie Eliahou Ontiveros
17
100,000 H100 Clusters: Power, Network Topology, Ethernet vs InfiniBand, Reliability, Failures, Checkpointing
Jun 17
•
Dylan Patel
and
Daniel Nishball
24
Latest
Top
Clash of the Foundries: Gate All Around + Backside Power at 2nm
Fab Cost, WFE Implications, Backside Power Details
Oct 1
•
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…
Sep 4
•
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
Sep 3
•
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…
Aug 4
•
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…
Jul 17
•
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
Jun 17
•
Dylan Patel
and
Daniel Nishball
24
OpenAI Chip Team Is Now Serious
Poaching Aggressively
Jun 3
•
Dylan Patel
12
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