Dylan Patel
SemiAnalysis founder, CEO and chief analyst
SemiAnalysis founder, CEO and chief analyst
Every podcast episode featuring Dylan Patel that Attunex has found: 67 interviews and appearances across 43 shows between 2021 and 2026. Most often on ChinaTalk (11), TBPN (5) and Dwarkesh Podcast (4). Often in conversation with Jordan Schneider, Dwarkesh Patel and Erik Torenberg. Follow Dylan in Attunex to get new appearances automatically, each with an on-device transcript and summary.
Follow Dylan Patel in AttunexUpdated 2026-10-14.
Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff. Patel and Nanos join Big Technology to discuss whether AI’s massive infrastructure buildout can…
This week, an AI bull, an AI bear and the Fed chair described the same market. Dylan Patel argued that each dollar of infrastructure owner cost may support several dollars of frontier-lab revenue,…
Kan to selskaber omsætte for lige så meget som hele EU? Ugens tema tager AI-økonomien fra bunden: 15 mia. dollars i base cost per gigawatt, 50-100 mia. i omsætning – og AI-labs, der går fra 10 til…
2026년 08월 27일 — 이번 주 주요 소식
Hosts: Lenar Kess, Damra Vol. A day of performance claims made by the companies whose products are being measured, and what it takes to check any of them.SemiAnalysis put OpenAI's Jalapeño inference…
📝 本期播客简介 本期我们克隆了：Dwarkesh Podcast Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 原内容更新时间：Tue, 25 Aug 2026 本期是 Dwarkesh Patel 与其“双胞胎兄弟”Dylan Patel 的年度对谈。Dwarkesh Patel…
节目介绍: 本期节目深入解析半导体分析师Dylan Patel的独家洞察，揭示OpenAI与Anthropic如何凭借惊人的算力投资回报率，重塑全球资本市场格局。文章详述两家公司通过占据大部分新增算力资源，推动AI数字劳动力规模以每年十倍速度扩张，未来甚至可能超越全人类劳动力总量，进而引发全球信贷利率攀升及经济结构深刻变革。 原文链接：…
Had a lot of fun chatting again with my twin brother Dylan Patel. We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and…
Dylan joins the pod today, recorded live from our SF office. Jordan and Dylan discuss SemiAnalysis's AI spend, the model that escaped during training, AI rollups eating private equity, new…
Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe. 12 founders, operators, and investors give us their hottest takes on the debates splitting the room right now: is token maxing genius…
AI’s biggest names at Raise Summit reveal where the market is really headed—from enterprise adoption and data infrastructure to open source, security, and physical AI. In this condensed Sourcery…
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido…
📝 本期播客简介 本期我们克隆了：知名播客 WisdomTree in Europe ｜ Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing 原内容更新时间：2026-07-09 本期嘉宾是半导体与AI供应链研究机构SemiAnalysis的创始人Dylan…
Dylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design. Optimizing the model, the kernels, and the silicon…
📝 本期播客简介 本期我们克隆了：红杉资本旗下播客的深度对谈 《Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis》 原内容更新时间：2026-06-30 本期嘉宾是知名半导体与AI研究机构SemiAnalysis的创始人Dylan…
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest…
OpenAI was in serious trouble at the beginning of this year. Anthropic's Claude Opus 4.5 release had triggered a wave of developers to start using Claude Code, pushing Anthropic's revenue past…
📝 本期播客简介 本期我们克隆了：硅谷顶尖投资与科技播客《Invest Like The Best》The Supply and Demand of AI Tokens | Dylan Patel Interview 本期嘉宾 Dylan Patel 是顶尖芯片与 AI 分析机构 SemiAnalysis 的联合创始人，主持人则是一位长期追踪算力经济的资深记者。两人围绕 AI…
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is…
Welcome back to Neural Intel. In this deep dive, we move beyond the hype to analyze the "Atoms" problem of AI. Dylan Patel (CEO of SemiAnalysis) explains why the industry is currently "short of…
NVIDA 技術 blog: https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/ Dylan Patel 訪談:…
Dan Skelly of Morgan Stanley Wealth Management joins on set to assess the market setup and what investors should watch next. In tech Nvidia takes center stage as CEO Jensen Huang delivers a major…
📝 本期播客简介 本期我们克隆了：硅谷深度技术访谈播客《Dwarkesh Podcast》 Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute 当大科技公司宣布每年投入数千亿美元建设 AI 基础设施时，这笔钱到底流向了哪里？是英伟达的口袋，还是电网的变压器？本期嘉宾 Dylan Patel…
Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers,…
Episode Introduction: When Google announced $180 billion in capital expenditures, markets saw recklessness. Dylan Patel, founder of SemiAnalysis, sees inevitability. In this episode, we go deep on…
📝 本期播客简介 本期我们克隆了：知名科技播客《MAD Podcast》 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” 本期节目是AI硬件与地缘政治的深度对谈。主持人 Matt Turck（FirstMark 合伙人）与 SemiAnalysis 创始人 Dylan Patel…
Dylan Patel (SemiAnalysis) joins Matt Turck for a deep dive into the AI chip wars — why NVIDIA is shifting from a “one chip can do it all” worldview to a portfolio strategy, how inference is getting…
Sign up for TBPN’s daily newsletter at TBPN.com (00:51) - Timeline Reactions (49:06) - Aaron Levie, co-founder and CEO of Box, a leading enterprise cloud company, discusses the rapid advancements in…
This is our full interview with SemiAnalysis Founder and CEO Dylan Patel, recorded live on TBPN at the Cisco AI Summit in San Francisco. We discuss data centers in space, the limits of today’s AI…
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the…
SemiAnalysis Dylan Patel访谈：英伟达OpenAI甲骨文的万亿资本豪赌 来源:https://www.youtube.com/watch?v=kAIVualeQjM
(00:16) - Alby Churven is a teenage entrepreneur from Sydney who, by age 14, has already founded Finkle, a gamified learning platform aimed at teaching teens coding, entrepreneurship, AI, and…
The provided text consists of excerpts from a YouTube video transcript featuring an interview with Microsoft CEO Satya Nadella , along with Dylan Patel and Dwarkesh Patel, focusing on the company's…
The provided text consists of excerpts from a YouTube video transcript featuring an interview with Microsoft CEO Satya Nadella , along with Dylan Patel and Dwarkesh Patel, focusing on the company's…
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building multiple…
(02:32) - 𝕏 Timeline Reactions (16:29) - Softbank Pursues $5B Loan (28:18) - China Races to Buy NVIDIA Chips (33:06) - 𝕏 Timeline Reactions (56:31) - Sam Altman, CEO of OpenAI & Bill Peebles, Head of…
Invest Like the Best Key Takeaways Today, the challenge is not to make the model bigger; the problem is knowing how best to generate and create data in useful domains so that the model gets better at…
The battle for AI supremacy has ignited a fierce talent war, with companies like Meta offering salaries in the tens of millions for top researchers. In this clip, Dylan Patel explains the incredible…
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched…
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the…
The launch of OpenAI’s GPT-5 has ushered in a panoply of views on the future of AGI and end-user applications. Does the platform’s aggressive router presage a future of lobotomized AI responses…
This week on Built 2 Scale, Matt navigates Austin life while Scotty recovers from his US adventure. We break down the massive AI shakeups: GPT-5's controversial launch causing user rebellion, Meta's…
The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap? In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General…
Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many…
What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together,…
In this episode, Dylan Patel, a leading AI expert, dissects the current state of artificial intelligence among tech giants. We uncover the organizational hurdles at Meta , the strategic missteps…
Jordan sits down with Dylan Patel, Founder and Chief Analyst at SemiAnalysis, a research and consulting firm specializing in semiconductor and other AI-infrastructure related research. Dylan started…
(05:24) - Elon-Trump Crashout Recap (27:59) - Timeline (43:34) - Patrick Blumenthal. Patrick discusses his experiences at New York City Tech Week, highlighting the diverse range of industry events…
Show from 06/06/25 Host Jeremy Schwartz and Professor Siegel analyze the latest employment report, which showed a mixed picture with strong healthcare and entertainment hiring, despite downward…
Two weeks in a row what has gotten into us. Jordan tries to save the NSF and immigrant visas with an AI researcher letter Our quarterly AI mandate of heaven update (there's been alot of movement!)…
Dylan Patel is the founder and CEO of SemiAnalysis. He joins Big Technology Podcast to explain how generative AI work, explaining the inner workings of tokens, pre-training, fine-tuning, open source,…
Dylan Patel is a man on a mission. We get into how: Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3 Outtro Music,…
The Transistor Radio boys are back. Jon of Asianometry, Doug O'Laughlin and Dylan Patel of SemiAnalysis on the pod to talk about Google's AI push, Intel's new CEO, Chinese robots, and the rise of…
SemiAnalysis’s Dylan Patel sits down with SCSP CEO Ylli Bajraktari to discuss the future of supercomputing clusters. #ComputeSummit The Special Competitive Studies Project’s AI+Summit Series is a set…
Is China taking the lead in artificial intelligence? What’s the next big breakthrough in AI research? In this 17-minute episode of Brilliant Minds’ Digest, we distill insights from Lex Fridman’s…
Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn…
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute…
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive…
In this episode of Unsupervised Learning, we sit down with Dylan Patel, Chief Analyst at SemiAnalysis, to break down what these sweeping changes really mean. From how they consolidate power among Big…
Biden last export control, for real this time! Who does and doesn't get to build datacenters under this new regulation? To discuss, we brought on RAND's Lennart Heim, Jimmy Goodrich, Chris Miller,…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to…
Dylan Patel, founder of SemiAnalysis and one of my go-to experts on semiconductors and data center infrastructure joins me to discuss AI in 2025. Several key themes emerged about where AI might be…
Commerce released its much-anticipated chip export-control updates yesterday, December 2. But today's guests are unimpressed. But are we right to have hoped for more? To discuss, I’m joined by Dylan…
Amid the artificial intelligence boom, demand for AI chips has exploded. But this push for chips also creates new challenges for countries and companies. How will countries cope with the huge amounts…
Dylan Patel, Doug O'Laughlin, Jon from Asianometry and I all chat the biggest semiconductor stories of the year. We get into energy demands for datacenters, Intel, Samsung, Nvidia, SMIC, Huawei,…
A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade. Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware. Jon Y runs…
Send us Fan Mail One of the biggest items to hit the tech news cycle last week about this time was word that NVIDIA's Blackwell GPUs and associated systems, in particular, their GB200 NVL72 GenAI…
Nvidia has rapidly become one of the world’s most valuable companies, propelled by the global rush to develop artificial intelligence. But the company’s success was not actually all that sudden — and…
Our next 2 big events are AI UX and the World’s Fair. Join and apply to speak/sponsor! Due to timing issues we didn’t have an interview episode to share with you this week, but not to worry, we have…
Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into:…
Dylan Patel and @Ate-A-Pi discuss the semiconductor industry, AI, and the future of the internet. RECOMMENDED PODCAST: History 102 with WhatifAltHist Every week, creator of WhatifAltHist Rudyard…
Discover the intricate web of the semiconductor and AI industries as we sit down with Dylan Patel, chief analyst at SemiAnalysis. Peering beyond the surface, our conversation unravels the global…
0:00 - Introduction 1:02 - Crypto's impact on hardware pricing 2:38 - Cloud vertical integration and power dynamics 5:09 - Nvidia's competitive advantage 8:01 - Broadcom's earnings from Google TPU…
Both the Trump administration and the Biden administration made moves to constrain China's ability to build out an advanced homegrown technology industry. But the country is still investing billions…
This episode came together at ~4 hrs notice since Dylan had just landed in SF and we had to setup quickly; you might notice some small audio issues in some segments, we apologize. We’re currently…
In Episode 329 of Hidden Forces, Demetri Kofinas speaks with Dylan Patel, a semiconductor and A.I. analyst and the founder of boutique Semiconductor research and consulting firm SemiAnalysis, about…
Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of…
Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel, Chief Analyst at…
Dylan Patel is Chief Analyst at SemiAnalysis a boutique semiconductor research and consulting firm specializing in the semiconductor supply chain from chemical inputs to fabs to design IP and…
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the biggest manufacturer of chip making equipment in the world, Applied Materials. Last week, we looked at the other…
From almost out of nowhere, interest in Artificial Intelligence, also referred to as A.I., is suddenly white-hot. Why? What happened that suddenly made it the darling of media headlines and the…
AI and Large Language Models like ChatGPT have significantly impacted the semiconductor business. These technological developments have created new market opportunities and increased the need for…
The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis. In…
Dylan Patel is the Chief Analyst at SemiAnalysis , a boutique semiconductor research and consulting firm focused on the semiconductor supply chain from chemical inputs to fabs to design IP and…
Subscribe to my newsletter! https://www.chinatalk.media/ Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis go through our most important semis stories of 2022. We get into:…
Panel discussion with James Wang, Naveen Rao & Dylan Patel about Tesla's AI Day, Dojo chip ambitions and robotaxis. We start with an overview of neural nets, and Tesla's FSD program/approach vs other…