Joined May 2009
5 Photos and videos
Daniel Nishball retweeted

26 Jun 2025
There’s no evidence this ever existed, yet it’s presented as fact at the top of the article, for people to blindly accept and repeat. github.com/search?q=repo:p…
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Daniel Nishball retweeted
23 Jun 2025
The Nvidia Tensor Core is the most important evolution of computer architecture in the last decade We explain why / how it's evolved Shout out to collaborators @bfspector @tri_dao @colfaxintl @charles_irl @ia_buck Neil Movva Jonah Alben esp @simonguozirui for the cutest cover pic
NVIDIA Tensor Core Evolution From Volta To Blackwell Amdahl’s Law, Strong Scaling Asynchronous Execution Blackwell, Hopper, Ampere, Turing, Volta semianalysis.com/2025/06/23/…
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Daniel Nishball retweeted
Full Speaker List: Mark Saroufim of GPU Mode @marksaroufim Vijay Thakkar of Nvidia CUTLASS @__tensorcore__ Horace He of Thinking Machines @cHHillee Philippe Tillet of OpenAI Tri Dao of TogetherAI @tri_dao
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Daniel Nishball retweeted
Speakers include Philippe Tillet of OpenAI, @tri_dao of TogetherAI, @cHHillee of Thinking Machines, and more. Sponsors: @togethercompute , @LambdaAPI , @googlecloud, @nvidia, @GPU_MODE, @thinkymachines, @OpenAI, @PyTorch, @CoreWeave, @nebiusai. Apply now! semianalysis.com/hackathon-2…

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Daniel Nishball retweeted
SemiAnalysis is hosting an Nvidia Blackwell GPU Hackathon on Sunday March 16th. It is the ultimate playground for Blackwell PTX tech enthusiasts, offering hands-on exploration of Blackwell & PTX infrastructure while collaborating on open-source projects.
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Daniel Nishball retweeted
Here's the links for my 5-hour conversation on the future of AI with @dylan522p and @natolambert: YouTube: youtube.com/watch?v=_1f-o0nq… Spotify: open.spotify.com/show/2MAi0B… Podcast: lexfridman.com/podcast
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Daniel Nishball retweeted
23 Dec 2024
BG2. AI Compute Landscape ‘25-26, scaling intelligence, chip competition, memory tech, inference time reasoning & more. 👊💥@altcap @bgurley feat @dylan522p
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Daniel Nishball retweeted
23 Dec 2024
Met with @LisaSu today for 1.5 hours as we went through everything She acknowledged the gaps in AMD software stack She took our specific recommendations seriously She asked her team and us a lot of questions Many changes are in flight already! Excited to see improvements coming
22 Dec 2024
Our 5-month journey conducting independent analysis & benchmarking of AMD MI300X vs Nvidia H100 H200 Detailed, open source low-level benchmarks performance vs TCO Comprehensive public recommendations It’s not just immature software, they need to change how they do development
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Daniel Nishball retweeted
MI300X vs H100 vs H200 Benchmark Part 1: Training CUDA Moat Still Alive Our 5 month journey conducting independent analysis benchmarking User Experience, Usability GEMM attention InfiniBand vs Spectrum-X vs RoCEv2 Ethernet SHARP Total Cost of Ownership semianalysis.com/2024/12/22/…
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Happening now - the Thrilla on Chinchilla Latent Space LIVE! - Best of 2024: Startups, Vision, Open Src, Reasoning... youtube.com/live/wT636THdZZo… via @YouTube
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1/5 - H100 SXM on-demand rental prices cut by 30% in the last two months. Today, you can rent H100 SXMs on-demand for as low as $2.99 per hour. What's going on?
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4/5 - Blackwell's impact is another important factor. How many B100 B200s hit the Neocloud market? Will GB200 NVL36/72s be readily available in 2025 given liquid cooling tightness? How will Neocloud Giants set GB200 NVL72 debut rental price?
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Daniel Nishball retweeted
1/4 - Chevron deference has just been struck down by the US Supreme Court. What is it and how does it affect semiconductor companies? ⬇️ Under that 40-yr-old legal doctrine, US federal agencies had the power to create their own rules & regulations when a law is ambiguous. In our industry, this is particularly relevant for technology export controls – agencies were in the driver’s seat and didn’t have to worry about being challenged in Court. This is now over, and the power has been handed back to the Court system after the Supreme Court’s ruling in Loper Bridge Enterprises v Raimondo.
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open.substack.com/pub/semian… CXL is dead in the AI era. RIP CXL.

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