[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SemiAnalysis_ SemiAnalysis SemiAnalysis posts on X about ai, $gev, art, gas the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1745106082790318080/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +414% - X Year XXXXXXXXXX +8,120% ### Mentions: XX [#](/creator/twitter::1745106082790318080/posts_active)  - X Week XX -XXXX% - X Month XXX -XXXX% - X Months XXX +498% - X Year XXX +1,648% ### Followers: XXXXXX [#](/creator/twitter::1745106082790318080/followers)  - X Week XXXXXX +2% - X Month XXXXXX +13% - X Months XXXXXX +115% - X Year XXXXXX +998% ### CreatorRank: XXXXXXX [#](/creator/twitter::1745106082790318080/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [gaming](/list/gaming) XXXX% [currencies](/list/currencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [ai](/topic/ai) #4507, [$gev](/topic/$gev) #36, [art](/topic/art) 3.23%, [gas](/topic/gas) 3.23%, [open ai](/topic/open-ai) 3.23%, [atomic](/topic/atomic) 3.23%, [bearish](/topic/bearish) 1.61%, [business](/topic/business) 1.61%, [gaming](/topic/gaming) 1.61%, [the world](/topic/the-world) XXXX% **Top accounts mentioned or mentioned by** [@archernightfall](/creator/undefined) [@dylan522p](/creator/undefined) [@ibm](/creator/undefined) [@anushelangovan](/creator/undefined) [@grok](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@thewhiteboxai](/creator/undefined) [@flipwedge44](/creator/undefined) [@elonmusk](/creator/undefined) [@pradeeepk](/creator/undefined) [@_xx00xx00xx_](/creator/undefined) [@_josenajarro](/creator/undefined) [@jeremyphoward](/creator/undefined) [@krispatel99](/creator/undefined) [@ditheringwenger](/creator/undefined) [@amdgpu_](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@semianalysis](/creator/undefined) [@gartnerinc](/creator/undefined) [@nebiusai](/creator/undefined) **Top assets mentioned** [GE Vernova Inc. (GEV)](/topic/$gev) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IBM (IBM)](/topic/ibm) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts Top posts by engagements in the last XX hours "Our friends at McKinsey & Company have chosen a very opportune time to join in the increasingly vocal bearish prognostications that attempt to make sense of recent market volatility. Their article published this week on The evolution of Neoclouds and their next moves excessively simplifies the industry and bases its business case analysis on outdated and incorrect information.(1/6) 🧵 Link to McKinsey Article:" [X Link](https://x.com/SemiAnalysis_/status/1992140652889432090) 2025-11-22T07:58Z 48.8K followers, 269.1K engagements "Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for Smart Cut: its own share price. This year it has Smart Cut its own share price in half not once but twice Who said that Europe can't innovate" [X Link](https://x.com/SemiAnalysis_/status/1993351263598112981) 2025-11-25T16:09Z 48.8K followers, 152K engagements "While you doing gaming gpus & rushing to add DP4A & WMMA I studied all the limits of physics. While you were out in an marketed theoretical flop race with AMD I mastered jax xlaTPU hardware software codesign to maximize MFU. While you wasted your days adding pyxis plugin to slurm I cultivated xmanager. And now that the world is on fire and the barbarians are at the gate you have the audacity to beg me for help" [X Link](https://x.com/SemiAnalysis_/status/1993486172379590795) 2025-11-26T01:05Z 48.8K followers, 70.8K engagements "NVIDIA's Nsight Systems profiler is one of the most heavyweight system-level profilers for NVIDIA GPUs which can generate massive trace dumps sometimes reaching terabytes in size. For simple debugging tasks it's absolute overkill. End users should instead consider using lighter-weight profiling tools and debuggers such as PyTorch Perfetto profiler perf py-spy PDB etc" [X Link](https://x.com/SemiAnalysis_/status/1993681147533107341) 2025-11-26T14:00Z 48.8K followers, 261.6K engagements "TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you save Next Generation TPUv8AX and TPUv8X versus Vera Rubin All the 3D Torus Cube Diagrams you could possibly want and more" [X Link](https://x.com/SemiAnalysis_/status/1994399887719645532) 2025-11-28T13:36Z 48.8K followers, 739.4K engagements "We hear from clients and newsletter subs that our content is too hard to understand. Sorry for the 10K word writeups heres your infographic" [X Link](https://x.com/SemiAnalysis_/status/1994788877253710266) 2025-11-29T15:21Z 48.8K followers, 271.4K engagements "The bunny suit is the new blue-collar tuxedo. Clean rooms cool robots steady pay. Forget the rust belt welcome to the Silicon Desert. (1/6)🧵" [X Link](https://x.com/SemiAnalysis_/status/1994870631473541174) 2025-11-29T20:46Z 48.8K followers, 28.1K engagements "NotebookLM recently introduced a new function that lets you generate slides and infographics in a single click. (1/5)🧵" [X Link](https://x.com/SemiAnalysis_/status/1995207419694309748) 2025-11-30T19:04Z 48.8K followers, 110.6K engagements "You can even choose any visual content whether a movie character or a cartoon figure and NotebookLM will show it in surprising and creative ways.(5/5)" [X Link](https://x.com/SemiAnalysis_/status/1995207429307675035) 2025-11-30T19:04Z 48.8K followers, 12.7K engagements "Diablo III: Feature update - Annotations Parallel to Lines.(3/4)" [X Link](https://x.com/SemiAnalysis_/status/1996040290889818574) 2025-12-03T02:14Z 48.8K followers, 4119 engagements "Check out Diablo IV at (4/4)" [X Link](https://x.com/SemiAnalysis_/status/1996040294404702318) 2025-12-03T02:14Z 48.8K followers, 3931 engagements "San Francisco is at the heart of the AI boom. Technology infuses this beautiful city by the bay. The XXX is littered with tech startup billboards with great design rather than DUI lawyer ads. Even the art director at SFO has curated a TPU 4D torus diagram. @dylan522p was last seen attempting to watermark the artwork in an attempt to seek royalties for his companys excalidrawers" [X Link](https://x.com/SemiAnalysis_/status/1996101957874770228) 2025-12-03T06:19Z 48.8K followers, 19K engagements "A semiconductor is a material whose electrical conductivity lies between that of a conductor and an insulator. To achieve this property doping is applied to a silicon wafer to adjust its electrical characteristics. (1/7)🧵" [X Link](https://x.com/SemiAnalysis_/status/1996318144319853028) 2025-12-03T20:38Z 48.8K followers, 20.3K engagements "An ion implanter is a large and complex system second in size only to an EUV lithography tool. While a High-NA EUV scanner is about XX meters long an ion implanter typically measures XX meters. It comprises several subsystems including the gas delivery system vacuum system electrical system control system and most importantly the ion beamline system. ⚆ Gas delivery system: toxic gases are used to generate dopant ions they are stored in separate low-pressure gas cylinders for safety. ⚆ Vacuum system: The entire ion beamline must operate in a high-vacuum environment to prevent ions from" [X Link](https://x.com/SemiAnalysis_/status/1996318155224883367) 2025-12-03T20:38Z 48.8K followers, 4657 engagements "In the ion implantation market AMAT holds the leading position followed by Axcelis. It is also worth noting that AIBT has been gradually gaining traction in the implanter segment. Its parent company Hermes Epitek sold its subsidiary Hermes Microvision to ASML in 2016 for USD XXX billion making it one of the few Taiwanese companies with independent R&D capability in front-end semiconductor processes. (7/7)" [X Link](https://x.com/SemiAnalysis_/status/1996318156910944440) 2025-12-03T20:38Z 48.8K followers, 4406 engagements "Just like in the movie Cars NVIDIA is coming back to help Intel despite their previous fierce competition. In the film Lightning McQueen helps The King a crashed competitor cross the finish line during the final moments of the Piston Cup race" [X Link](https://x.com/SemiAnalysis_/status/1996465734353146166) 2025-12-04T06:24Z 48.8K followers, 35.3K engagements "Massive IT load growth. A transforming electric grid. Five-year lead times for turbines. Why not build more of them Well GE and Siemens have seen this story before. (1/8)🧵" [X Link](https://x.com/SemiAnalysis_/status/1996655414000459965) 2025-12-04T18:58Z 48.8K followers, 31.1K engagements "GE Vernova and Siemens Energy are saying their expanding production but they're only returning to what their run rates in the early 2010s. They remember 2003. Why take the bait again when you can sit back let the bidding wars start and take the free margin It's like that old saying in Tennessee. (7/8)" [X Link](https://x.com/SemiAnalysis_/status/1996655424297136264) 2025-12-04T18:58Z 48.8K followers, 6123 engagements "The difference however is in Mitsubishi Heavy Industries the underdog among this new Big Three. Mitsubishi was a small fish through the '90s and '10s and they survived the past two turbine busts relatively unscathed. Maybe this is why they're more excited to expand than GE Vernova and Siemens Energy. (8/8)" [X Link](https://x.com/SemiAnalysis_/status/1996655426142720290) 2025-12-04T18:58Z 48.8K followers, 5908 engagements "AWS Trainium3 Deep Dive A Potential Challenger Approaching Step-Function Software & System Improvements Amazon Basics GB200 NVL36x2 NL72x2/NL32x2 Scale Up Rack Architecture Optimized Perf per TCO Trainium4" [X Link](https://x.com/SemiAnalysis_/status/1996659155168538951) 2025-12-04T19:13Z 48.8K followers, 122.9K engagements "Ooga Booga ASIC Wars continue" [X Link](https://x.com/SemiAnalysis_/status/1996717104498921663) 2025-12-04T23:03Z 48.8K followers, 49.4K engagements "IMPORTANT: A common misconception about OpenAI's upcoming custom chip is that since it is a custom chip it won't be flexible and will be a dataflow machine. OpenAI has recognized that the 100x efficiency gains for training and inference happen at the algorithm layer and the hardware chip needs to be flexible enough to accommodate these algorithm changes. We went from just pre-training transformers to now doing RL post-training on transformers. We went from dense transformers to MoE transformers to soon ultra-sparse transformers that have X active experts per token out of 2048 total experts." [X Link](https://x.com/SemiAnalysis_/status/1997075285141758048) 2025-12-05T22:47Z 48.8K followers, 145.8K engagements "Dylan's cousin @dwarkesh_sp asked Microsoft's CEO why GitHub Copilot's market share in the AI coding space declined from XXX% to XX% in just XX months. Many observers have noted that GitHub's engineering velocity isn't keeping pace with competitors which is reflected in this significant loss of market share" [X Link](https://x.com/SemiAnalysis_/status/1998029803853955463) 2025-12-08T14:00Z 48.8K followers, 52.1K engagements "During our intro call with IBM the analyst relations team stated that they "would only be willing to participate if guaranteed a silver rating or higher".Maybe this is how it works with analysts like @Gartner_inc and why their ratings show @IBM @nebiusai and @CoreWeave and @OVHcloud @LambdaAPI (2/6)" [X Link](https://x.com/SemiAnalysis_/status/1991923411497492777) 2025-11-21T17:35Z 48.6K followers, 44.5K engagements "In the AI Era speed of execution is key to winning GW-scale deals worth tens of billions of dollars. In Abilene TX @CrusoeAI @Lancium and @Oracle are moving remarkably fast to serve OpenAI. In barely X months they simultaneously built six 103MW buildings (1/4) 🧵" [X Link](https://x.com/SemiAnalysis_/status/1993008228792488275) 2025-11-24T17:26Z 48.6K followers, 61.5K engagements "AMD claims that all their software is open source yet reality does not match this claim. For example AMD's rocprof-trace-decoder is still completely closed source currently despite repeated requests for months by ML community members such as George Hotz who is a daily AMD GPU end user. On the same June Spotify podcast Tobias Macey & AMD's @AnushElangovan (who has a new twitter pfp) said that "open source allows for innovation to go at the pace at which the people using AMD want to right and it's not limited by the ability of what we put out in closed source form". We agree with an open source" [X Link](https://x.com/SemiAnalysis_/status/1993416964350304448) 2025-11-25T20:30Z 48.7K followers, 53.6K engagements "In the spirit of Thanksgiving weekend we extend a giving of thanks to one Intel engineer's futile efforts to keep their lab running. A buyer shared images of post-its attached to a tool worth $20k new that they recently bought from Intel at liquidation for $XXX. This instrument a micro CNC is used for various functions in analytical labs namely machining of gaskets and fixtures for decapsulation heat spreader removal as well as backside Si thinning for circuit edit and fault isolation. While an older model it was apparently still a critical fixture in its former home" [X Link](https://x.com/SemiAnalysis_/status/1995281818313224493) 2025-12-01T00:00Z 48.7K followers, 25.5K engagements "We bring you behind the scenes at The SemiAnalysis Cube Mines where hours and years spent in the isometric world of Diablo have finally paid offDiablo I: Cool concept but lines not parallel - perhaps a modern art masterpiece.(1/4)🧵" [X Link](https://x.com/SemiAnalysis_/status/1996040285885702195) 2025-12-03T02:14Z 48.7K followers, 7838 engagements "To better understand ion implantation technology we will introduce four key mechanisms: Stopping mechanism Ion range channeling effect and annealing ⚆ Stopping mechanism: There are two mechanisms Nuclear stopping When ions collide with atomic nuclei significant scattering occurs transferring energy to lattice atoms. Electronic stopping When ions collide with lattice electrons the energy transfer is minimal so the ion trajectory remains nearly unchanged and little to no structural damage occurs. ⚆ Ion range: It is a key parameter that determines the ion energy required for a desired doped" [X Link](https://x.com/SemiAnalysis_/status/1996318151630368828) 2025-12-03T20:38Z 48.6K followers, 1141 engagements "⚆ Channeling effect: single-crystal silicon has a highly ordered atomic structure ions can sometimes travel unobstructed along certain crystallographic directions affecting the doping depth. ⚆ Annealing: If a single ion causes lattice damage the substrate can self-repair. However during ion implantation the large number of incoming ionsespecially near the surfacecreates extensive damage which requires annealing to restore the crystal structure. (5/7)" [X Link](https://x.com/SemiAnalysis_/status/1996318153547141149) 2025-12-03T20:38Z 48.7K followers, 1088 engagements "The crash hit in 2003. IPPs reneged on block orders. Some went bust. Turbines sat in storage. And production never recovered--the second "boom" in the gas turbine industry was just the industry holding steady But in 2017 the floor fell even FURTHER. This is a TOUGH industry and GE Vernova and Siemens Energy have only BARELY settled the financial woes from the last crash. (6/8)" [X Link](https://x.com/SemiAnalysis_/status/1996655422837588305) 2025-12-04T18:58Z 48.7K followers, 2835 engagements "How to Kill X Monopolies with X Tool Substrate X-Ray Lithography a New American Foundry $10k Logic Wafers" [X Link](https://x.com/SemiAnalysis_/status/1983641306267291795) 2025-10-29T21:05Z 48.8K followers, 403.3K engagements "ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System XX% Coverage By Volume XX Providers Rated XXX Providers Tracked 140+ Customers Surveyed 40000 Words For Your Enjoyment" [X Link](https://x.com/SemiAnalysis_/status/1986480880236569000) 2025-11-06T17:08Z 48.8K followers, 487K engagements "The semiconductor foundry industry grew XX% y/y to $45.9B in 3Q25 marking its seventh straight quarter of growth. AI/HPC seasonal smartphone and PC demand and tariff pull-ins helped. TSMC drove XX% of q/q incremental revenue and XX% of incremental wafer shipments. TSMCs revenue share expanded to XX% outgrowing the market for the 13th consecutive quarter. (1/7)🧵" [X Link](https://x.com/SemiAnalysis_/status/1998132051757687066) 2025-12-08T20:46Z 48.8K followers, 12.7K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SemiAnalysis_ SemiAnalysis
SemiAnalysis posts on X about ai, $gev, art, gas the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +414%
- X Year XXXXXXXXXX +8,120%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XXXX%
- X Months XXX +498%
- X Year XXX +1,648%
Followers: XXXXXX #
- X Week XXXXXX +2%
- X Month XXXXXX +13%
- X Months XXXXXX +115%
- X Year XXXXXX +998%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands XXXXX% stocks XXXXX% finance XXXX% gaming XXXX% currencies XXXX% automotive brands XXXX% social networks XXXX%
Social topic influence ai #4507, $gev #36, art 3.23%, gas 3.23%, open ai 3.23%, atomic 3.23%, bearish 1.61%, business 1.61%, gaming 1.61%, the world XXXX%
Top accounts mentioned or mentioned by @archernightfall @dylan522p @ibm @anushelangovan @grok @zoomyzoomm @thewhiteboxai @flipwedge44 @elonmusk @pradeeepk @xx00xx00xx @_josenajarro @jeremyphoward @krispatel99 @ditheringwenger @amdgpu_ @dwarkeshsp @semianalysis @gartnerinc @nebiusai
Top assets mentioned GE Vernova Inc. (GEV) Alphabet Inc Class A (GOOGL) IBM (IBM) Spotify Technology (SPOT)
Top Social Posts
Top posts by engagements in the last XX hours
"Our friends at McKinsey & Company have chosen a very opportune time to join in the increasingly vocal bearish prognostications that attempt to make sense of recent market volatility. Their article published this week on The evolution of Neoclouds and their next moves excessively simplifies the industry and bases its business case analysis on outdated and incorrect information.(1/6) 🧵 Link to McKinsey Article:"
X Link 2025-11-22T07:58Z 48.8K followers, 269.1K engagements
"Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for Smart Cut: its own share price. This year it has Smart Cut its own share price in half not once but twice Who said that Europe can't innovate"
X Link 2025-11-25T16:09Z 48.8K followers, 152K engagements
"While you doing gaming gpus & rushing to add DP4A & WMMA I studied all the limits of physics. While you were out in an marketed theoretical flop race with AMD I mastered jax xlaTPU hardware software codesign to maximize MFU. While you wasted your days adding pyxis plugin to slurm I cultivated xmanager. And now that the world is on fire and the barbarians are at the gate you have the audacity to beg me for help"
X Link 2025-11-26T01:05Z 48.8K followers, 70.8K engagements
"NVIDIA's Nsight Systems profiler is one of the most heavyweight system-level profilers for NVIDIA GPUs which can generate massive trace dumps sometimes reaching terabytes in size. For simple debugging tasks it's absolute overkill. End users should instead consider using lighter-weight profiling tools and debuggers such as PyTorch Perfetto profiler perf py-spy PDB etc"
X Link 2025-11-26T14:00Z 48.8K followers, 261.6K engagements
"TPUv7: Google Takes a Swing at the King Potential end of the CUDA Moat Anthropics 1GW+ TPU Purchase The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) you save Next Generation TPUv8AX and TPUv8X versus Vera Rubin All the 3D Torus Cube Diagrams you could possibly want and more"
X Link 2025-11-28T13:36Z 48.8K followers, 739.4K engagements
"We hear from clients and newsletter subs that our content is too hard to understand. Sorry for the 10K word writeups heres your infographic"
X Link 2025-11-29T15:21Z 48.8K followers, 271.4K engagements
"The bunny suit is the new blue-collar tuxedo. Clean rooms cool robots steady pay. Forget the rust belt welcome to the Silicon Desert. (1/6)🧵"
X Link 2025-11-29T20:46Z 48.8K followers, 28.1K engagements
"NotebookLM recently introduced a new function that lets you generate slides and infographics in a single click. (1/5)🧵"
X Link 2025-11-30T19:04Z 48.8K followers, 110.6K engagements
"You can even choose any visual content whether a movie character or a cartoon figure and NotebookLM will show it in surprising and creative ways.(5/5)"
X Link 2025-11-30T19:04Z 48.8K followers, 12.7K engagements
"Diablo III: Feature update - Annotations Parallel to Lines.(3/4)"
X Link 2025-12-03T02:14Z 48.8K followers, 4119 engagements
"Check out Diablo IV at (4/4)"
X Link 2025-12-03T02:14Z 48.8K followers, 3931 engagements
"San Francisco is at the heart of the AI boom. Technology infuses this beautiful city by the bay. The XXX is littered with tech startup billboards with great design rather than DUI lawyer ads. Even the art director at SFO has curated a TPU 4D torus diagram. @dylan522p was last seen attempting to watermark the artwork in an attempt to seek royalties for his companys excalidrawers"
X Link 2025-12-03T06:19Z 48.8K followers, 19K engagements
"A semiconductor is a material whose electrical conductivity lies between that of a conductor and an insulator. To achieve this property doping is applied to a silicon wafer to adjust its electrical characteristics. (1/7)🧵"
X Link 2025-12-03T20:38Z 48.8K followers, 20.3K engagements
"An ion implanter is a large and complex system second in size only to an EUV lithography tool. While a High-NA EUV scanner is about XX meters long an ion implanter typically measures XX meters. It comprises several subsystems including the gas delivery system vacuum system electrical system control system and most importantly the ion beamline system. ⚆ Gas delivery system: toxic gases are used to generate dopant ions they are stored in separate low-pressure gas cylinders for safety. ⚆ Vacuum system: The entire ion beamline must operate in a high-vacuum environment to prevent ions from"
X Link 2025-12-03T20:38Z 48.8K followers, 4657 engagements
"In the ion implantation market AMAT holds the leading position followed by Axcelis. It is also worth noting that AIBT has been gradually gaining traction in the implanter segment. Its parent company Hermes Epitek sold its subsidiary Hermes Microvision to ASML in 2016 for USD XXX billion making it one of the few Taiwanese companies with independent R&D capability in front-end semiconductor processes. (7/7)"
X Link 2025-12-03T20:38Z 48.8K followers, 4406 engagements
"Just like in the movie Cars NVIDIA is coming back to help Intel despite their previous fierce competition. In the film Lightning McQueen helps The King a crashed competitor cross the finish line during the final moments of the Piston Cup race"
X Link 2025-12-04T06:24Z 48.8K followers, 35.3K engagements
"Massive IT load growth. A transforming electric grid. Five-year lead times for turbines. Why not build more of them Well GE and Siemens have seen this story before. (1/8)🧵"
X Link 2025-12-04T18:58Z 48.8K followers, 31.1K engagements
"GE Vernova and Siemens Energy are saying their expanding production but they're only returning to what their run rates in the early 2010s. They remember 2003. Why take the bait again when you can sit back let the bidding wars start and take the free margin It's like that old saying in Tennessee. (7/8)"
X Link 2025-12-04T18:58Z 48.8K followers, 6123 engagements
"The difference however is in Mitsubishi Heavy Industries the underdog among this new Big Three. Mitsubishi was a small fish through the '90s and '10s and they survived the past two turbine busts relatively unscathed. Maybe this is why they're more excited to expand than GE Vernova and Siemens Energy. (8/8)"
X Link 2025-12-04T18:58Z 48.8K followers, 5908 engagements
"AWS Trainium3 Deep Dive A Potential Challenger Approaching Step-Function Software & System Improvements Amazon Basics GB200 NVL36x2 NL72x2/NL32x2 Scale Up Rack Architecture Optimized Perf per TCO Trainium4"
X Link 2025-12-04T19:13Z 48.8K followers, 122.9K engagements
"Ooga Booga ASIC Wars continue"
X Link 2025-12-04T23:03Z 48.8K followers, 49.4K engagements
"IMPORTANT: A common misconception about OpenAI's upcoming custom chip is that since it is a custom chip it won't be flexible and will be a dataflow machine. OpenAI has recognized that the 100x efficiency gains for training and inference happen at the algorithm layer and the hardware chip needs to be flexible enough to accommodate these algorithm changes. We went from just pre-training transformers to now doing RL post-training on transformers. We went from dense transformers to MoE transformers to soon ultra-sparse transformers that have X active experts per token out of 2048 total experts."
X Link 2025-12-05T22:47Z 48.8K followers, 145.8K engagements
"Dylan's cousin @dwarkesh_sp asked Microsoft's CEO why GitHub Copilot's market share in the AI coding space declined from XXX% to XX% in just XX months. Many observers have noted that GitHub's engineering velocity isn't keeping pace with competitors which is reflected in this significant loss of market share"
X Link 2025-12-08T14:00Z 48.8K followers, 52.1K engagements
"During our intro call with IBM the analyst relations team stated that they "would only be willing to participate if guaranteed a silver rating or higher".Maybe this is how it works with analysts like @Gartner_inc and why their ratings show @IBM @nebiusai and @CoreWeave and @OVHcloud @LambdaAPI (2/6)"
X Link 2025-11-21T17:35Z 48.6K followers, 44.5K engagements
"In the AI Era speed of execution is key to winning GW-scale deals worth tens of billions of dollars. In Abilene TX @CrusoeAI @Lancium and @Oracle are moving remarkably fast to serve OpenAI. In barely X months they simultaneously built six 103MW buildings (1/4) 🧵"
X Link 2025-11-24T17:26Z 48.6K followers, 61.5K engagements
"AMD claims that all their software is open source yet reality does not match this claim. For example AMD's rocprof-trace-decoder is still completely closed source currently despite repeated requests for months by ML community members such as George Hotz who is a daily AMD GPU end user. On the same June Spotify podcast Tobias Macey & AMD's @AnushElangovan (who has a new twitter pfp) said that "open source allows for innovation to go at the pace at which the people using AMD want to right and it's not limited by the ability of what we put out in closed source form". We agree with an open source"
X Link 2025-11-25T20:30Z 48.7K followers, 53.6K engagements
"In the spirit of Thanksgiving weekend we extend a giving of thanks to one Intel engineer's futile efforts to keep their lab running. A buyer shared images of post-its attached to a tool worth $20k new that they recently bought from Intel at liquidation for $XXX. This instrument a micro CNC is used for various functions in analytical labs namely machining of gaskets and fixtures for decapsulation heat spreader removal as well as backside Si thinning for circuit edit and fault isolation. While an older model it was apparently still a critical fixture in its former home"
X Link 2025-12-01T00:00Z 48.7K followers, 25.5K engagements
"We bring you behind the scenes at The SemiAnalysis Cube Mines where hours and years spent in the isometric world of Diablo have finally paid offDiablo I: Cool concept but lines not parallel - perhaps a modern art masterpiece.(1/4)🧵"
X Link 2025-12-03T02:14Z 48.7K followers, 7838 engagements
"To better understand ion implantation technology we will introduce four key mechanisms: Stopping mechanism Ion range channeling effect and annealing ⚆ Stopping mechanism: There are two mechanisms Nuclear stopping When ions collide with atomic nuclei significant scattering occurs transferring energy to lattice atoms. Electronic stopping When ions collide with lattice electrons the energy transfer is minimal so the ion trajectory remains nearly unchanged and little to no structural damage occurs. ⚆ Ion range: It is a key parameter that determines the ion energy required for a desired doped"
X Link 2025-12-03T20:38Z 48.6K followers, 1141 engagements
"⚆ Channeling effect: single-crystal silicon has a highly ordered atomic structure ions can sometimes travel unobstructed along certain crystallographic directions affecting the doping depth. ⚆ Annealing: If a single ion causes lattice damage the substrate can self-repair. However during ion implantation the large number of incoming ionsespecially near the surfacecreates extensive damage which requires annealing to restore the crystal structure. (5/7)"
X Link 2025-12-03T20:38Z 48.7K followers, 1088 engagements
"The crash hit in 2003. IPPs reneged on block orders. Some went bust. Turbines sat in storage. And production never recovered--the second "boom" in the gas turbine industry was just the industry holding steady But in 2017 the floor fell even FURTHER. This is a TOUGH industry and GE Vernova and Siemens Energy have only BARELY settled the financial woes from the last crash. (6/8)"
X Link 2025-12-04T18:58Z 48.7K followers, 2835 engagements
"How to Kill X Monopolies with X Tool Substrate X-Ray Lithography a New American Foundry $10k Logic Wafers"
X Link 2025-10-29T21:05Z 48.8K followers, 403.3K engagements
"ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System XX% Coverage By Volume XX Providers Rated XXX Providers Tracked 140+ Customers Surveyed 40000 Words For Your Enjoyment"
X Link 2025-11-06T17:08Z 48.8K followers, 487K engagements
"The semiconductor foundry industry grew XX% y/y to $45.9B in 3Q25 marking its seventh straight quarter of growth. AI/HPC seasonal smartphone and PC demand and tariff pull-ins helped. TSMC drove XX% of q/q incremental revenue and XX% of incremental wafer shipments. TSMCs revenue share expanded to XX% outgrowing the market for the 13th consecutive quarter. (1/7)🧵"
X Link 2025-12-08T20:46Z 48.8K followers, 12.7K engagements