Thoughts on AI infrastructure, chip architecture, and system design.
First-Principles Analysis of AI Infrastructure

Thoughts on AI infrastructure — from first principles, with data.

Hand-written deep dives from first principles — on GPU dataflow, NVLink topology, CXL memory, KV-cache economics, and the architecture decisions that shape AI infrastructure.

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# MoE 12 # RDMA 8 # DeepSeek 7 # DeepEP 7 # KV-Cache 6 # NVLink 5 # CXL 5 # GPU 4 # MTP 4 # Interconnect 4 # NVIDIA 3 # vLLM 3 # SGLang 3 # Memory-Wall 3 # AI Generated 3 # Expert-Parallelism 3 # Microarchitecture 3 # Warp-Specialization 3 # Kimi3 3 # AI-Inference 3 # 源码级 2 # P-D分离 2 # 请求路由 2 # DSpark 2
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