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SemiAnalysis

@SemiAnalysis_
semianalysis.com
Joined January 2024
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    SemiAnalysis
    @SemiAnalysis_
    4h
    What's the next country to blow up? Our Datacenter Model subscribers got the answer back in February: India. Scaling to just under 10GW by 2030, India enters the top 4 global datacenter markets! All the AI Labs and hyperscalers are itching for capacity. (1/3)馃У
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    SemiAnalysis
    @SemiAnalysis_
    9h
    Congrats to @Zai_org on GLM-5.3. It massively beats every American open model: Nemotron, Laguna, Inkling. It's not close. GLM-5.3 uses the same base model as GLM-5.2; every gain came from post-training. If America keeps going down the "Nemotron Committee" path instead of
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    SemiAnalysis
    @SemiAnalysis_
    13h
    Speed is the Moat 馃毃馃毃馃毃 & @AnushElangovan & his team Keep Running Faster 馃殌 & Faster! His team wants to run even faster, but one of the biggest blockers he hears about over and over again from his team is the lack of stable internal dev clusters.
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