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Most inference clouds have moved away from custom engines toward open-source ones like vLLM and SGLang, which makes GPU capacity the real constraint. Yash Patil worked on Codex at OpenAI before co-founding Applied Compute. Building on a point from Dylan Patel he said: "If you have some GPUs and...

10,021 görüntüleme • 17 gün önce •via X (Twitter)

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Vantix AI Agency16 gün önce

@ypatil125 @dylan522p So true when vLLM/SGLang commoditized the engine layer the moat really did shift to just securing GPU capacity

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Sani Ai Tech16 gün önce

@ypatil125 @dylan522p Inference is increasingly becoming a pure compute capacity game

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Zara Tech & Tools16 gün önce

@ypatil125 @dylan522p Clear take on how commoditized inference has become

Amelia | AI & Tech profil fotoğrafı
Amelia | AI & Tech16 gün önce

@ypatil125 @dylan522p GPU capacity being the real constraint over engines makes total sense

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Veyra | AI & Tech16 gün önce

@ypatil125 @dylan522p GPUs plus vLLM equals production inference now

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Chole Syntax Expert AI16 gün önce

@ypatil125 @dylan522p Spot on when everyone's on vLLM/SGLang it's all about who actually has the GPUs to serve

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catman17 gün önce

@ypatil125 @dylan522p The concrete shift here is that vLLM or SGLang can turn a pool of GPUs into a production inference offering exposed through OpenRouter.

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Dylan Patel on the importance of memory and storage Two key quotes: "An $NVDA GPU is faster than an $AMD GPU in most cases, but because AMD GPUs have more memory, they can outperform Nvidia in certain workloads." “It is a difficult, multivariable problem. Generally, you need the best GPU, such as a GB300, but you also need the best storage solutions. I will not spoil who comes out on top, but storage solutions matter a lot, memory solutions matter a lot, and frontend networking also matters significantly" Full Quote: “We have over $80 million of compute: GPUs from $NVDA and $AMD, TPUs from Google, and Trainium from Amazon. We constantly run this benchmark using the newest inference engines, drivers, PyTorch versions, and other software. It runs every day through automated CI across the latest Chinese models from GLM, Zhipu, Moonshot, Kimi, Alibaba, and others. Initially, when we were benchmarking the differences between these chips, inference engines, and parallelism schemes, we used fixed context lengths. But with Agent X, we have now analyzed more than $5 million worth of Claude Code traces. This is real production traffic that users have donated to us, combined with internally generated data, so we now understand what an actual agent workload looks like. When we implement those workloads and run the benchmarks, it turns out that the chip you are using is very important, but how you handle memory offload can be even more important. An Nvidia GPU is faster than an AMD GPU in most cases, but because AMD GPUs have more memory, they can outperform Nvidia in certain workloads. Similarly, you can use a less powerful GPU with a much better storage solution and outperform the best GPU when it lacks those solutions. Simply buying the newest GPU does not necessarily give you the best inference economics. You need to layer in other innovations, including storage and memory.” Interviewer: “Who is the top player on your chart? Can you tell us?” Dylan Patel: “It is a difficult, multivariable problem. Generally, you need the best GPU, such as a GB300, but you also need the best storage solutions. I will not spoil who comes out on top, but storage solutions matter a lot, memory solutions matter a lot, and frontend networking also matters significantly.”

Daniel Romero

48,978 görüntüleme • 3 ay önce

Dylan Patel of SemiAnalysis says a worse GPU with better storage and memory now beats the best chip without them, so buying the newest GPU alone no longer wins inference. So, an AMD GPU with more memory can outperform Nvidia in some cases. "So what we have is we have over $80 million of compute, GPUs from Nvidia, AMD, TPUs from Google, Trainium from Amazon, and we run this benchmark constantly on the newest inference engine, newest drivers, newest PyTorch version, whatever it is." "Every day it runs on an automated CI, and we run it on all the latest Chinese models, from GLM, Zhipu, Moonshot, Kimi, Alibaba, all these models we run." "Initially, when we were benchmarking the difference between these chips and different engines, different schemes for parallelism, we were just running it fixed context length." "But now with Agent X, we've analyzed over $5 million worth of Claude Code traces. This is real production traffic that people have donated to us as well as internally generated. Now we know what the actual agent workload looks like." "And then as we implement that and run those benchmarks, it turns out yes, the chip you're using is very important, but now even more important is how are you handling this memory offload?" "And so while an Nvidia GPU is faster than an AMD GPU in most cases, because AMD GPUs have more memory, they actually end up outperforming in some cases." "Or you can have a worse GPU, but a much better storage solution, and now you can outperform what the best GPU can do without those solutions. So just buying the newest and latest GPU alone doesn't get you the best inference economics." "Actually, you need to layer in all these other innovations including storage and memory." [ Who's the top player on your chart? ] "That really is a difficult multivariable problem. And generally that means you need to have, yes, you need to have the best GPU, a GB300, but you also need to have the best storage solutions. And so I won't spoil who's the best right here, but I will say that storage solutions matter a lot and memory solutions matter a lot, as does your front-end networking. That matters a lot."

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