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Microsoft’s Position and Strategic Options Post-Stargate

Microsoft’s Position and Strategic Options Post...

Executive Summary A proposed AI infrastructure joint venture labeled “Stargate” has been framed around a headline USD 500 billion investment. The operative detail: figures being circulated are total cost of...

Microsoft’s Position and Strategic Options Post...

Executive Summary A proposed AI infrastructure joint venture labeled “Stargate” has been framed around a headline USD 500 billion investment. The operative detail: figures being circulated are total cost of...

2025 AI Diffusion Export Controls Overview

2025 AI Diffusion Export Controls Overview

Overview A new Framework for Artificial Intelligence Diffusion establishes a comprehensive export-control regime intended to constrain access to advanced AI compute for entities in adversarial jurisdictions while preserving controlled pathways...

2025 AI Diffusion Export Controls Overview

Overview A new Framework for Artificial Intelligence Diffusion establishes a comprehensive export-control regime intended to constrain access to advanced AI compute for entities in adversarial jurisdictions while preserving controlled pathways...

Blackwell Supply Chain Delays and Microsoft Order Dynamics

Blackwell Supply Chain Delays and Microsoft Ord...

Overview Despite schedule pressure on Blackwell platforms, Nvidia is introducing GB300/B300 roughly six months after GB200/B200. While positioned as a mid-cycle update, the changes are material for reasoning-model training and...

Blackwell Supply Chain Delays and Microsoft Ord...

Overview Despite schedule pressure on Blackwell platforms, Nvidia is introducing GB300/B300 roughly six months after GB200/B200. While positioned as a mid-cycle update, the changes are material for reasoning-model training and...

MI300X vs H100 vs H200 Training Benchmarks

MI300X vs H100 vs H200 Training Benchmarks

Scope and Summary A five-month, training-focused evaluation compared AMD’s MI300X against Nvidia’s H100 and H200 across GEMM microbenchmarks, single-node and multi-node training, collective communication, memory bandwidth, and performance-per-TCO. On-paper advantages...

MI300X vs H100 vs H200 Training Benchmarks

Scope and Summary A five-month, training-focused evaluation compared AMD’s MI300X against Nvidia’s H100 and H200 across GEMM microbenchmarks, single-node and multi-node training, collective communication, memory bandwidth, and performance-per-TCO. On-paper advantages...

Orion and Claude 3.5 Opus Evaluation Shortcomings

Orion and Claude 3.5 Opus Evaluation Shortcomings

Why Scaling Is Still Accelerating Claims that large-scale training has stalled rely on saturated benchmarks, noisy leaks about model underperformance, data scarcity, and perceived hardware slowdowns. Yet capital allocation and...

Orion and Claude 3.5 Opus Evaluation Shortcomings

Why Scaling Is Still Accelerating Claims that large-scale training has stalled rely on saturated benchmarks, noisy leaks about model underperformance, data scarcity, and perceived hardware slowdowns. Yet capital allocation and...

Evaluating x86 Moat Erosion and Competitive CPU Pressures

Evaluating x86 Moat Erosion and Competitive CPU...

Summary This analysis argues that Intel’s governance and leadership decisions over the past decade have undermined its competitiveness, culminating in the removal of CEO Pat Gelsinger and a renewed emphasis...

Evaluating x86 Moat Erosion and Competitive CPU...

Summary This analysis argues that Intel’s governance and leadership decisions over the past decade have undermined its competitiveness, culminating in the removal of CEO Pat Gelsinger and a renewed emphasis...