The Ghost of Chips

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Here’s today at a glance:

• EB-1: Jensenmath

• Intel Made A Good Chip

• Things happen

• AI artwork of the day

🎙️ EB-1: Jensenmath

EB-1, our very first podcast, dropped last week. Before I continue, the rules of the game are:

• Pods that CHART stay alive

• Pods that get a Follow on Apple Podcasts CHART

So FIRST, CLICK on the link below (opens up your Apple Podcasts app), and click “+Follow” (in the upper right-hand corner)

Then go ahead and listen to the podcast any way you want to on your preferred app, capiche mon ami?

Listen on

• Apple Podcasts

• Spotify

• Youtube

• RSS

We Covered

• OpenAI’s $7 trillion YOLO fundraising

• Nvidia’s market position and its competitors

• Nvidia’s promised 4x annual performance improvement

• ASML’s monopoly position

Who

Dylan Patel (LinkedIn), founder of Semi Analysis, a semiconductor and AI research and consulting firm with analysts in the US, Taiwan, Japan, and Singapore.

When

Feb 15, 2024

Background

Dylan is one of the best-informed people in AI and semiconductors, and responsible for several of the major stories in the field over the last year, such as:

• The GPU Rich/GPU Poor meme

• Google Has No Moat memo

• Breaking the comprehensive details of the GPT-4 architecture

Ate first met Dylan through false accusations:

Which Dylan easily refuted:

And hence began a curmudgeonly relationship of tweets and secret DMs (the best kind). Which naturally let to this pod.

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🍪 Intel Made A Good Chip

Stability AI shares the performance of Intel’s Gaudi chip across its clusters, and it finally looks competitive.

That’s double the image training throughput of a H100. With an at minimum 33% lower cost than using H100s based on Databricks survey of the public cloud in January.

For inference, the cost advantage is even more pronounced, with almost a 50% cost advantage.

And of course, Gaudi 3 is coming in 2024.

All of which, must be making Jensen increasingly nervous. He says even free AI chips from his competitors can't beat Nvidia's GPUs,

Now, please note that none of this is financial advice. Warren Buffet brain would say “Buy Intel,” while Charlie Munger brain would say “Buy Nvidia," which just goes to show how bad all financial advice out there is.

Because truly, in an AGI world, the only thing worth anything is human relationships and health. So go out there and touch some grass on a walk with your family.

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🗞️ Things Happen

• GPT-5 now leaked

• Don’t be pys-opped by Claude

🖼️ AI Artwork Of The Day

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