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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OpenAI Is Doomed? – Et tu, Microsoft?
Meta, Google, Anthropic, DeepSeek, Inflection Phi Wizard, Distribution/Integration vs Capital/Compute?
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Intel’s 14A Magic Bullet: Directed Self-Assembly (DSA)
How High-NA EUV can be economically viable at the 1.4nm process node
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Nvidia Blackwell Perf TCO Analysis – B100 vs B200 vs GB200 NVL72
GPT-4 Profitability, Cost, Inference Simulator, Parallelism Explained, Performance TCO Modeling In Large & Small Model Inference and Training
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Is Intel Back? Foundry & Product Resurgence Measured
Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem
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Nvidia’s Optical Boogeyman – NVL72, Infiniband Scale Out, 800G & 1.6T Ramp
Transceiver to GPU Ratio, DSP Growth, Revealing The Real Boogeyman
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Nvidia B100, B200, GB200 – COGS, Pricing, Margins, Ramp – Oberon, Umbriel, Miranda
The B Stands For Jensen's Benevolence
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Astera Labs IPO – The Next Connectivity Superhero or Steamrolled By Competition?
Bottoms Up Model, Units, ASP, Revenue, By Hyperscaler Analysis, EPS & Cashflow, Competitive Analysis
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CXL Is Dead In The AI Era
AI Accelerator Beachfront Considerations, Memory Pooling Negatives, Custom Silicon Adoption
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AI Datacenter Energy Dilemma – Race for AI Datacenter Space
Gigawatt Dreams and Matroyshka Brains Limited By Datacenters Not Chips
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Groq Inference Tokenomics: Speed, But At What Cost?
Faster than Nvidia? Dissecting the economics
