SemiAnalysis, every mention
3 scenes · ← back to SemiAnalysis
tap a year for its mentions
every year anyone David Rosenthal 2Ben Gilbert 1
Verbatim, from the transcripts: the passages where SemiAnalysis comes up
IKEA (Audio) · Acquired
- ▶ 2:25:17 David Rosenthal Yes, Crusoe is the vertically integrated cloud platform built specifically for AI workloads, and was recently named the gold standard of AI cloud providers by Dylan Patel over at Semi Analysis.
Meta (Audio) · Acquired
- ▶ 2:37:03 David Rosenthal Gold standard of AI cloud providers by Dylan Patel over at Semi-Analysis.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 1:08:43 Ben Gilbert So, there's this great post from Semi-Analysis where the author points out a 2.5 D chip, which is basically how you assemble this COOS stuff to get the memory really close to the processor.