SemiAnalysis
also referred to as: semi analysis
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · said 3 times in 2 episodes since 2025 · across every show →
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brought up most by Neil Tiwari (2), Sarah Guo (1)
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2026 2 mentions in 1 episode
2025 1 mention in 1 episode
Everything said about SemiAnalysis, oldest first
Feb 26, 2026 bullish
Tiwari: Blackwell GPUs achieve 90 to 100x inference efficiency over Hopper
“And so for the hoppers, the H 100 or H 200 series of GPUs into the Blackwells there was a claim made that it could be 30 times more efficient. And I think the data from, you know, some analysis showed that it was 90 to a hundred times more efficient in terms o…”