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A deep dive into on-device and data center inference for robots, including a primer on robot models, deployments, supply chains, the "network wall", and more (SemiAnalysis)

Robot Models, Silicon & DRAM Efficiency, Jetson Thor vs. B300 TCO, Deployments, The Network Wall — Ivan Chiam, Gianluca, Zane Fong, and 3 others

We haven't written up this one. Techmeme has the full story — the link below goes straight to it.

Read the original at newsletter.semianalysis.com →

More in AI

Your Agent Session Is a Tree. Your Code Thinks It Is a List.

Codex made Item a wire type. Pi gave every session entry a parentId . Claude Code compresses the transcript in five progressive stages.

  • Pi assigns parent IDs to session entries, forming a tree-like structure
  • Claude Code compresses conversation transcript through five stages
  • Codex preserves recent turns, discarding older material while maintaining branch existence

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