[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, gpu, open ai, chips the most. They currently have XXXXXX followers and XXX 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 -XXXX% - X Months XXXXXXXXXX +348% - X Year XXXXXXXXXX +8,234% ### Mentions: XX [#](/creator/twitter::1745106082790318080/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +468% - X Year XXX +1,677% ### Followers: XXXXXX [#](/creator/twitter::1745106082790318080/followers)  - X Week XXXXXX +2.10% - X Month XXXXXX +13% - X Months XXXXXX +114% - X Year XXXXXX +973% ### CreatorRank: XXXXXXX [#](/creator/twitter::1745106082790318080/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [gaming](/list/gaming) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [products](/list/products) **Social topic influence** [ai](/topic/ai) #5703, [gpu](/topic/gpu) #245, [open ai](/topic/open-ai) #254, [chips](/topic/chips) #516, [gas](/topic/gas), [$gev](/topic/$gev) #111, [wars](/topic/wars) #1645, [$googl](/topic/$googl) #2329, [gaming](/topic/gaming), [gpus](/topic/gpus) **Top accounts mentioned or mentioned by** [@anushelangovan](/creator/undefined) [@dylan522p](/creator/undefined) [@amd](/creator/undefined) [@semianalysis](/creator/undefined) [@nvidia](/creator/undefined) [@openai](/creator/undefined) [@elonmusk](/creator/undefined) [@coreweave](/creator/undefined) [@tridao](/creator/undefined) [@lisasu](/creator/undefined) [@bookwormengr](/creator/undefined) [@semianalysiscom](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@stackalphaio](/creator/undefined) [@oracle](/creator/undefined) [@crusoeai](/creator/undefined) [@nebiusai](/creator/undefined) [@microsoft](/creator/undefined) [@nvidias](/creator/undefined) [@aiatamds](/creator/undefined) **Top assets mentioned** [GE Vernova Inc. (GEV)](/topic/$gev) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "Everyone likes to compare chips using peak FLOPs but the additional puzzle to the formula of Performance per TCO is Model Flops Utilization (MFU) MFU is the real-world metric that determines how much compute you actually extract per dollar. And MFU varies wildly across users workloads scaling sizes and software maturity. Most people dont realize how sensitive it is: small changes in kernels sharding strategies or batch-size decisions can swing utilization by XX. MFU drops as clusters scale up because communication overhead grows faster than compute. A well-tuned single node might hit XX to" [X Link](https://x.com/SemiAnalysis_/status/1999147165227376818) 2025-12-11T16:00Z 49.5K followers, 12.6K 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 49.3K followers, 71.1K engagements "Back in the '90s parts of the American electric grid were "deregulating." These reforms gave us commodity markets for electricity--aka ISOs and RTOs. INDEPENDENT POWER PRODUCERS (IPPs) often utilities from other states could build and run their own power plants and make money on these new electricity markets. Their generator of choice The COMBINED CYCLE GAS PLANT (CCGT) particularly the then-new F-CLASS. (2/8)" [X Link](https://x.com/SemiAnalysis_/status/1996655416579698736) 2025-12-04T18:58Z 49.3K followers, 3031 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 49.4K followers, 25.7K engagements "Diablo III: Feature update - Annotations Parallel to Lines.(3/4)" [X Link](https://x.com/SemiAnalysis_/status/1996040290889818574) 2025-12-03T02:14Z 49.4K followers, 4228 engagements "Check out Diablo IV at (4/4)" [X Link](https://x.com/SemiAnalysis_/status/1996040294404702318) 2025-12-03T02:14Z 49.4K followers, 4030 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 49.4K followers, 19.2K 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 49.4K followers, 4534 engagements "It's a blowout earnings guide. *NVIDIA SEES 4Q REVENUE $65B PLUS OR MINUS X% EST. $62B *NVIDIA'S JENSEN HUANG: CLOUD GPUS ARE SOLD OUT *NVIDIA'S JENSEN HUANG: BLACKWELL SALES ARE OFF THE CHARTS"" [X Link](https://x.com/SemiAnalysis_/status/1991255850678186332) 2025-11-19T21:22Z 49.4K followers, 116K 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 49.4K followers, 4799 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 49.4K followers, 6383 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 49.5K followers, 403.6K 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 49.5K followers, 487.7K 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 49.5K followers, 152.3K engagements "The AI Infrastructure Grand Prix: CAPEX Wars & Legacy Debt🏎💸 A SemiAnalysis breakdown of the Cloud Grid. (1/6)🧵" [X Link](https://x.com/SemiAnalysis_/status/1993487110159159610) 2025-11-26T01:08Z 49.5K followers, 65.7K 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 49.5K followers, 744.9K 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 49.5K followers, 274.3K 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 49.5K followers, 111K 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 49.5K followers, 20.6K 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 49.5K followers, 35.8K 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 49.5K followers, 31.6K 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 49.5K followers, 6182 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 49.5K followers, 125.2K engagements "Ooga Booga ASIC Wars continue" [X Link](https://x.com/SemiAnalysis_/status/1996717104498921663) 2025-12-04T23:03Z 49.5K followers, 51.6K 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 49.5K followers, 149.2K 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 49.5K followers, 112.6K 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 49.5K followers, 39.1K engagements "As we wrote in our TPUv7 article TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10000 word article. There will be X versions of TPU v8 but this will be different from the P (full) and E (lite) SKUs that featured in the then 4th and 5th generations. Rather it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing" [X Link](https://x.com/SemiAnalysis_/status/1998235017932087455) 2025-12-09T03:35Z 49.5K followers, 129.7K engagements "BREAKING: Anthropic partners with Arista for their ethernet networking needs. Arista posted a video on their LinkedIn/YouTube featuring Tom Brown Anthropic's Chief Compute Officer and Co-founder discussing how "this partnership combines Anthropic's AI expertise with Arista's networking excellence." Will Anthropic be using Arista's switches for the DCN network for their on-prem TPU clusters" [X Link](https://x.com/SemiAnalysis_/status/1998544213064167849) 2025-12-10T00:04Z 49.5K followers, 36.2K engagements "Google is taking two different paths to build its next-generation TPU v8 systems: TPUv8ax (Sunfish) and TPUv8x (Zebrafish). The key difference is how much is fully built by a supplier versus how much Google sources and assembles on its own. With TPUv8ax Sunfish Broadcom delivers a complete ready-made unit. Broadcom provides everything - the main processing chips the memory the supporting chips and the full package designso Google pays one bundled price like buying a fully assembled computer. With TPUv8x Zebrafish Google takes a more hands-on approach. Google buys the main processor wafers and" [X Link](https://x.com/SemiAnalysis_/status/1998830078629724596) 2025-12-10T19:00Z 49.5K followers, 78.3K engagements "Apple's iPhone SoC which are by far the highest volume chip produced on leading edge nodes just got a significant die shrink while packing in higher performance cores and more cache A19 Pro is XX% smaller than A18 Pro A19 is X% smaller than A18 Looking at core areas The P-Core shrank by X% while the E-Core and GPU are XX% larger reflecting the increased transistor budget for the large efficiency gains seen in benchmarks. Apple moved from TSMC's N3E to N3P which brings a X% area reduction. How did they achieve a XX% shrink The cache macro doubled in size to 32KB for a XX% higher density cache:" [X Link](https://x.com/SemiAnalysis_/status/1998906955616670207) 2025-12-11T00:05Z 49.5K followers, 88.9K engagements "OpenAI shipped a new model today GPT-5.2 showcases OpenAI's incredible post-training stack in action: significant gains in knowledge work (think building a financial model) long-context capability and coding. GPT-5.2 likely involved additional mid-training to refresh the cutoff date plus significant amounts of RL. One catch: OpenAI raised pricing 40%. Is it worth it SWE-Bench Pro results offer an interesting perspective. GPT-5.2 is able to reach higher scores at comparable cost to XXX Codex Max while also continuing to push the capability ceiling. This price hike will directly increase" [X Link](https://x.com/SemiAnalysis_/status/1999233773481681033) 2025-12-11T21:44Z 49.5K followers, 43.4K engagements "Big Chungus OpenAI: Introducing SWE-Lancer: the most rigorous economically-grounded evaluation of AI coding ability ever created. Also OpenAI: we couldn't get XX% of the SWE-Lancer problems to run on our infrastructure" [X Link](https://x.com/SemiAnalysis_/status/1999509558461706425) 2025-12-12T16:00Z 49.5K followers, 23.7K 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, gpu, open ai, chips the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +348%
- X Year XXXXXXXXXX +8,234%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +468%
- X Year XXX +1,677%
Followers: XXXXXX #
- X Week XXXXXX +2.10%
- X Month XXXXXX +13%
- X Months XXXXXX +114%
- X Year XXXXXX +973%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands stocks finance gaming currencies automotive brands products
Social topic influence ai #5703, gpu #245, open ai #254, chips #516, gas, $gev #111, wars #1645, $googl #2329, gaming, gpus
Top accounts mentioned or mentioned by @anushelangovan @dylan522p @amd @semianalysis @nvidia @openai @elonmusk @coreweave @tridao @lisasu @bookwormengr @semianalysiscom @dwarkeshsp @stackalphaio @oracle @crusoeai @nebiusai @microsoft @nvidias @aiatamds
Top assets mentioned GE Vernova Inc. (GEV) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"Everyone likes to compare chips using peak FLOPs but the additional puzzle to the formula of Performance per TCO is Model Flops Utilization (MFU) MFU is the real-world metric that determines how much compute you actually extract per dollar. And MFU varies wildly across users workloads scaling sizes and software maturity. Most people dont realize how sensitive it is: small changes in kernels sharding strategies or batch-size decisions can swing utilization by XX. MFU drops as clusters scale up because communication overhead grows faster than compute. A well-tuned single node might hit XX to"
X Link 2025-12-11T16:00Z 49.5K followers, 12.6K 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 49.3K followers, 71.1K engagements
"Back in the '90s parts of the American electric grid were "deregulating." These reforms gave us commodity markets for electricity--aka ISOs and RTOs. INDEPENDENT POWER PRODUCERS (IPPs) often utilities from other states could build and run their own power plants and make money on these new electricity markets. Their generator of choice The COMBINED CYCLE GAS PLANT (CCGT) particularly the then-new F-CLASS. (2/8)"
X Link 2025-12-04T18:58Z 49.3K followers, 3031 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 49.4K followers, 25.7K engagements
"Diablo III: Feature update - Annotations Parallel to Lines.(3/4)"
X Link 2025-12-03T02:14Z 49.4K followers, 4228 engagements
"Check out Diablo IV at (4/4)"
X Link 2025-12-03T02:14Z 49.4K followers, 4030 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 49.4K followers, 19.2K 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 49.4K followers, 4534 engagements
"It's a blowout earnings guide. *NVIDIA SEES 4Q REVENUE $65B PLUS OR MINUS X% EST. $62B *NVIDIA'S JENSEN HUANG: CLOUD GPUS ARE SOLD OUT *NVIDIA'S JENSEN HUANG: BLACKWELL SALES ARE OFF THE CHARTS""
X Link 2025-11-19T21:22Z 49.4K followers, 116K 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 49.4K followers, 4799 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 49.4K followers, 6383 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 49.5K followers, 403.6K 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 49.5K followers, 487.7K 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 49.5K followers, 152.3K engagements
"The AI Infrastructure Grand Prix: CAPEX Wars & Legacy Debt🏎💸 A SemiAnalysis breakdown of the Cloud Grid. (1/6)🧵"
X Link 2025-11-26T01:08Z 49.5K followers, 65.7K 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 49.5K followers, 744.9K 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 49.5K followers, 274.3K 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 49.5K followers, 111K 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 49.5K followers, 20.6K 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 49.5K followers, 35.8K 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 49.5K followers, 31.6K 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 49.5K followers, 6182 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 49.5K followers, 125.2K engagements
"Ooga Booga ASIC Wars continue"
X Link 2025-12-04T23:03Z 49.5K followers, 51.6K 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 49.5K followers, 149.2K 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 49.5K followers, 112.6K 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 49.5K followers, 39.1K engagements
"As we wrote in our TPUv7 article TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10000 word article. There will be X versions of TPU v8 but this will be different from the P (full) and E (lite) SKUs that featured in the then 4th and 5th generations. Rather it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing"
X Link 2025-12-09T03:35Z 49.5K followers, 129.7K engagements
"BREAKING: Anthropic partners with Arista for their ethernet networking needs. Arista posted a video on their LinkedIn/YouTube featuring Tom Brown Anthropic's Chief Compute Officer and Co-founder discussing how "this partnership combines Anthropic's AI expertise with Arista's networking excellence." Will Anthropic be using Arista's switches for the DCN network for their on-prem TPU clusters"
X Link 2025-12-10T00:04Z 49.5K followers, 36.2K engagements
"Google is taking two different paths to build its next-generation TPU v8 systems: TPUv8ax (Sunfish) and TPUv8x (Zebrafish). The key difference is how much is fully built by a supplier versus how much Google sources and assembles on its own. With TPUv8ax Sunfish Broadcom delivers a complete ready-made unit. Broadcom provides everything - the main processing chips the memory the supporting chips and the full package designso Google pays one bundled price like buying a fully assembled computer. With TPUv8x Zebrafish Google takes a more hands-on approach. Google buys the main processor wafers and"
X Link 2025-12-10T19:00Z 49.5K followers, 78.3K engagements
"Apple's iPhone SoC which are by far the highest volume chip produced on leading edge nodes just got a significant die shrink while packing in higher performance cores and more cache A19 Pro is XX% smaller than A18 Pro A19 is X% smaller than A18 Looking at core areas The P-Core shrank by X% while the E-Core and GPU are XX% larger reflecting the increased transistor budget for the large efficiency gains seen in benchmarks. Apple moved from TSMC's N3E to N3P which brings a X% area reduction. How did they achieve a XX% shrink The cache macro doubled in size to 32KB for a XX% higher density cache:"
X Link 2025-12-11T00:05Z 49.5K followers, 88.9K engagements
"OpenAI shipped a new model today GPT-5.2 showcases OpenAI's incredible post-training stack in action: significant gains in knowledge work (think building a financial model) long-context capability and coding. GPT-5.2 likely involved additional mid-training to refresh the cutoff date plus significant amounts of RL. One catch: OpenAI raised pricing 40%. Is it worth it SWE-Bench Pro results offer an interesting perspective. GPT-5.2 is able to reach higher scores at comparable cost to XXX Codex Max while also continuing to push the capability ceiling. This price hike will directly increase"
X Link 2025-12-11T21:44Z 49.5K followers, 43.4K engagements
"Big Chungus OpenAI: Introducing SWE-Lancer: the most rigorous economically-grounded evaluation of AI coding ability ever created. Also OpenAI: we couldn't get XX% of the SWE-Lancer problems to run on our infrastructure"
X Link 2025-12-12T16:00Z 49.5K followers, 23.7K engagements