daniel nishball @dnishball Twitter profile

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daniel nishball

@dnishball

9 years

@StarHub epic fail.... http://t.co/01IB8kPDWO

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daniel nishball

@dnishball

3 months

SemiAnalysis on the AI Datacenter Energy Dilemma We quantify the datacenter power crunch with empirical data and discuss the implications.

AI Datacenter Energy Dilemma - Race for AI Datacenter Space

Gigawatt Dreams and Matroyshka Brains Limited By Datacenters Not Chips

www.semianalysis.com

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daniel nishball

@dnishball

6 months

Inference Race To The Bottom - Make It Up On Volume? Mixtral Inference Costs on H100, MI300X, H200, A100, Speculative Decoding

Inference Race To The Bottom - Make It Up On Volume?

Mixtral Inference Costs on H100, MI300X, H200, A100, Speculative Decoding

www.semianalysis.com

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daniel nishball

@dnishball

2 months

Peeling away the layers of the 30x Performance Gains Onion

Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72

GPT-4 Profitability, Cost, Inference Simulator, Parallelism Explained, Performance TCO Modeling In Large & Small Model Inference and Training

www.semianalysis.com

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daniel nishball

@dnishball

3 months

CXL is dead in the AI era. RIP CXL.

CXL Is Dead In The AI Era

AI Accelerator Beachfront Considerations, Memory Pooling Negatives, Custom Silicon Adoption

www.semianalysis.com

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daniel nishball

@dnishball

2 months

Is Intel Back? Foundry & Product Resurgence Measured

Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem

www.semianalysis.com

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daniel nishball

@dnishball

3 months

NVL72 is not the optical Bogeyman you should be watching out for. Read more about the Real Optical Bogeyman below:

Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp

Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman

www.semianalysis.com

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daniel nishball

@dnishball

4 months

Groq Inference Tokenomics: Speed, But At What Cost?

Faster than Nvidia? Dissecting the economics

www.semianalysis.com

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daniel nishball

@dnishball

7 months

CPU vs GPU Cloud Differences, TCO Model, PUE, Hyperscalers' Disadvantage

GPU Cloud Economics Explained – The Hidden Truth

CPU vs GPU Cloud Differences, TCO Model, PUE, Hyperscalers Disadvantage

www.semianalysis.com

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daniel nishball

@dnishball

6 years

@Onizukai @StarHub @StarHubCares My internet is down too

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daniel nishball

@dnishball

6 years

@IBKR Is there an IT issue going on? All positions are gone.

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daniel nishball

@dnishball

10 years

Johor tops in unsold property in Malaysia http://t.co/FxeuEJOzIL

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daniel nishball

@dnishball

8 months

Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing

China's Countermove: How Beijing is Dodging New Semiconductor Restrictions

www.semianalysis.com

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daniel nishball

@dnishball

7 months

@dnystedt Interestingly they are forecasting HW and SW unit sales down considerably in F3/24 - profit improvement YoY must be mostly FX.

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daniel nishball

@dnishball

7 years

@jaydjenkins Great discussion - good to meet and talk some of the hardware implementation!

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daniel nishball

@dnishball

8 months

@fidenzamacro Had some questions on RRP, you mentioned "The borrowers from the RRP are primary dealers, who use the RRP to finance..." but I thought RRP is simply investors can lend cash to the Fed. Were you really thinking about this:

The Fed's Latest Tool: A Standing Repo Facility - Liberty Street Economics

In July 2021, the Federal Open Market Committee announced a new tool for monetary policy implementation: a domestic standing repurchase agreement facility. In the last post of this series, we explain...

libertystreeteconomics.newyorkfed.org

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daniel nishball

@dnishball

4 months

@dnystedt Taiwan is paying like $0.10 USD/kWh right? Singapore industrial average for 2023 was about $0.18 USD/kWh and households here pay $0.26 USD/kWh after GST.

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