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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DeepSeek Debrief: >128 Days Later
Traffic and User Zombification, GPU Rich Western Neoclouds, Token Economics (Tokenomics) Sets the Competitive Landscape
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How Oracle Is Winning the AI Compute Market
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast
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AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?
108GW Large Load Queue, Tesla Megapacks, Supercapacitors, Gigawatt-scale Batteries, PyTorch No Power Plant Blow Up
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NVIDIA Tensor Core Evolution: From Volta To Blackwell
Amdahl’s Law, Strong Scaling, Asynchronous Execution, Blackwell, Hopper, Ampere, Turing, Volta, TMA
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AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256
Software Improvement, Marketing RDFs, AMD Fostering Neocloud, MI355 is not Rack Scale, MI400 is UALoE, Not UALink
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The New AI Networks | Ultra Ethernet UEC | UALink vs Broadcom Scale Up Ethernet SUE
LibFabric, Packet Spraying, Rail Optimized, Congestion Control, ECN, ACK, Flow Control, PFC, UEC Challenges
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Scaling Reinforcement Learning: Environments, Reward Hacking, Agents, Scaling Data
Infrastructure Bottlenecks and Changes, Distillation, Data is a Moat, Recursive Self Improvement, o4 and o5 RL Training, China Accelerator Production
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AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens
MI300X, MI325X, H100, H200, B200, MI355X, VLLM, SGLang, TRT-LLM, ROCm CI Lack of Coverage, Inflated AMD Rental Prices
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AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
5 GW Datacenter, HUMAIN, G42, Diversion and Misuse Risks, Security Requirements, American AI Wins
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Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption
