Fabricated Knowledge @_fabknowledge_
Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. fabricatedknowledge.com Joined September 2021-
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Fabricated Knowledge retweeted
@sama Smarter! I can go for a nice walk or something it's okay.
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Fabricated Knowledge retweeted
@HanWang You are confusing the number of files with skipifrocm (~50 files) and the number of unit tests with skipifrocm. From your screenshot, you can see that many files contain 3–5 unit tests each. Each UT can be parametrized to testing multiple different shapes. We have a spreadsheet…
btw i think lagging edge is going the way of solar panels. Some can win but the aggregate bigggg # of chips going to be bad fabricatedknowledge.com/p/lagging-edge…
Nothing beats a Jet 2 holiday
Fabricated Knowledge retweeted
Amazon and Anthropic clearly aren't falling behind on GenAI :)
Amazon and Anthropic clearly aren't falling behind on GenAI :) https://t.co/XE4iuafBXv
Fabricated Knowledge retweeted
Yes -- ultimately TPUs, JAX, and a bunch of googlers represent a significant advantage
Yes -- ultimately TPUs, JAX, and a bunch of googlers represent a significant advantage
Fabricated Knowledge retweeted
Rest the world finally picking up on Google selling TPUs externally. In the Accelerator model, we've discussed details about it over a month ago months regarding both TPUv7 Ghostfish and TPUv8 Sunfish / Zebrafish Since then multiple updates with multiple confirmed customers
Fabricated Knowledge retweeted
Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models semianalysis.com/2025/09/03/ama…
Fabricated Knowledge retweeted
Conway’s Law: Organizations design systems that mirror their own communication structure. In essence, if a company has a fragmented communication style, its products and systems are likely to reflect that fragmentation. ps. this refers to Microsoft before Satya era.
Fabricated Knowledge retweeted
The gang rolling into Citi TMT this morning after Judge Mehta folded on everything last night $GOOG
Fabricated Knowledge retweeted
This is what happens when you try to use the Amazon Basics of GPUs in production.
Fabricated Knowledge retweeted
GOOGLE WILL NOT HAVE TO SELL OFF CHROME, JUDGE IN ONLINE SEARCH MONOPOLY CASE RULES GOOGLE WILL NOT HAVE TO SELL OFF ANDROID OPERATING SYSTEM, JUDGE RULES GOOGLE NOT REQUIRED TO CEASE PAYMENTS TO APPLE, OTHERS FOR PRELOADING GOOGLE PRODUCTS, JUDGE RULES
OAI for Science, OAI for Finance, OAI for [x] vertical coming to a space near you
OAI for Science, OAI for Finance, OAI for [x] vertical coming to a space near you
Google ruling really confirms that nothing ever happens
IDK where else to put this - but the first of each month price action is getting weirder and weirder now.
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