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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AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia’s New Moat
Rapid Improvements, Developers First Approach, Low AMD AI Software Engineer Pay, Python DSL, UALink Disaster, MI325x, MI355x, MI430X UL4, MI450X Architecture, IF64/IF128, Flexible IO, UALink, IFoE
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Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72
China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics
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High-NA is Here (for R&D), EUV Cost, Pattern Shaping Gaining Share, 6×12″ Mask, Metal Oxide & Dry Resist, Hyper-NA
SPIE Advanced Litho & Patterning 2025 Round-Up
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Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment
UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Chillers, Cooling, Pumps, OEM & ODM Supply Chain, Lasers, Softbank Impact, Nvidia Balance Sheet Usage
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The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRR
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NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
Next Generation Nvidia Systems, Ground Up Inference Optimizations from Silicon to Systems to Software, The More You Buy The More You Make
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America Is Missing The New Labor Economy – Robotics Part 1
China's Dominance Playbook, General Purpose Robotics Is The Holy Grail, Robotic Systems Breakdown, Supply Chain Hardships, The West Is Positioned Backward And Covering Their Eyes, China's Clear Path to Full Scale Automation, Call For Action
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Datacenter Anatomy Part 2 – Cooling Systems
L2A, L2L, Immersion, Two-Phase, Google vs Meta vs Microsoft vs Amazon Water Cooling Design, WUE, PUE, Nvidia Rubin Power & Cooling Architecture
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DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
H100 Pricing Soaring, Subsidized Inference Pricing, Export Controls, MLA
