Dylan Patel
Founder, CEO, and Chief Analyst, SemiAnalysis
Dylan is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry.
Dylan Patel
Founder, CEO, and Chief Analyst, SemiAnalysis
Dylan is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry.
Articles by Dylan Patel:
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xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL Environment
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Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
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Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
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H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability, Backplane Downtime
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GPT-5 Set the Stage for Ad Monetization and the SuperApp
How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries
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Scaling the Memory Wall: The Rise and Roadmap of HBM
HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification
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Robotics Levels of Autonomy
Single-Purpose Robots Automating Hundreds Of Jobs, Pick And Place With Low Autonomy Is Expensive, General-Purpose Autonomy Navigating And Inspecting Large Sites, Targeting Low-Skill Labor In Early Pilots With Promise, Autonomy Capable Of Any Task In Research
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Meta Superintelligence – Leadership Compute, Talent, and Data
AI Datacenter Titanomachy, "The Tent", AI Data and Talent Wars, Zuck Founder Mode, Behemoth 4 Post-Mortem, OBBB Tax Windfall, AI and Reality Labs
