2025
- GPU Networking Basics, Part 2
Front-End & Back-End, North-South & East-West Traffic, DeepSeek Example
- Dispelling DeepSeek Myths, Studying V3
Training Cost and PTX misunderstandings. Mixed precision FP8 training, communication optimization wizardry, and more
- DeepSeek Mixture of Experts & V2
Rewinding: DeepSeek’s 2024 research and its impact on the semiconductor industry
- Reasoning Models and DeepSeek, Semis Implications
Reasoning Models, Compute Demand, Scaling Laws, Competition
- DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
