FP4

Coarser numbers mean more of a model fits in the same memory and each calculation costs less energy, at the price of some accuracy. Vendors quote AI accelerator performance in FP4 because the figure looks largest there, so comparing chips means checking which format the headline number refers to.

Predictions & track record (2)

• Awaiting grading Nvidia paid $20 billion for speed. Did free software get there first?By the first half of 2027, check whether Cerebras actually delivers on or above its 2026 core revenue guidance of $855-865 million.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.

2 related posts

• Watch Nvidia paid $20 billion for speed. Did free software get there first? SemiAnalysis · 2026-08-10
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25