September 2025
5 items. Back to the archive.
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xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
Much has been written about xAI’s Colossus 1. The Memphis build belongs in the history books: the largest AI training cluster, erected from scratch in 122 days. With roughly 200,000 H100/H200s and…
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Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
Nvidia announced the Rubin CPX, a solution that is specifically designed to be optimized for the prefill phase, with the single-die Rubin CPX heavily emphasizing compute FLOPS over memory bandwidth.…
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A guide to understanding AI as normal technology
And a big change for this newsletter
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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat…
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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. AWS is the crown jewel of the Amazon empire, generating ~60% of group profits, and dominating…