Guest

Dylan Patel

Organizations

SemiAnalysisfounder, analyst, co-founder

Interviews

Dylan Patel on space data centers, the TSMC bottleneck returning in 2027, and why OpenAI is fine

Dylan Patel launches InferenceMax: the first independent AI hardware benchmark running daily across NVIDIA, AMD, and more

Dylan Patel on Google's TPU going external: how it's already saving OpenAI 30% on Nvidia spend before deploying a single chip

Dylan Patel breaks down OpenAI's compute ceiling, China's robotics dominance, and AMD's uphill battle

Mentions

Nvidia posts record $44B quarter despite China chip ban — surpasses Meta in quarterly revenue

CoreWeave IPO: Magnetar turns $850M into $4.3B, VCs miss out on biggest AI infrastructure listing in years

Thinking Machines CTO fired for 'unethical conduct' as co-founders defect back to OpenAI

ChinaTalk's Jordan Schneider: US is making every mistake in the playbook to lose the tech war with China

Jim Cramer on Mad Money's 20-year run, the IPO market, Google antitrust, and why he's bullish on monopolies

Tim Fist on the Nvidia-China H20 chip saga, Middle East AI deals, and why Washington is dangerously behind on AI

DeepSeek R1 explained: real technical breakthrough or Chinese state-backed economic warfare?

Stargate reality check: only the first $100B is real, Microsoft is the biggest loser

Nvidia launches GPU cloud marketplace, announces AI campuses in Taiwan, France, and Middle East

AMD enters 'wartime mode' with developer-first pivot to challenge Nvidia's CUDA dominance

Broadcom surges 10% on OpenAI chip partnership; AMD closes gap on Nvidia in SemiAnalysis Inference Max benchmark

Andrej Karpathy weighs in on whether LLMs are truly 'bitter lesson' compliant

xAI closes $10B raise at $200B valuation as Colossus 2 data center hits 1.1 gigawatts

Nvidia widens inference lead with Rubin CPX prefill-specialized accelerator

DeepSeek's real cost and the new AI reasoning paradigm, explained

Crusoe reportedly raising at $10B valuation as Neo Cloud market reaches strategic turning point

Amazon Q4 earnings: AWS growth misses, $100B AI CapEx planned, but no coherent AI narrative

NVIDIA beats earnings but stock falls 6% as inference era redefines the chip landscape

Microsoft cancels hundreds of megawatts of AI data center leases, raising overbuild fears

OpenAI releases first open-source model in years — GPT-O OSS matches o3 performance and runs on consumer hardware

Contrary Research: Intel foundry is America's only realistic path to semiconductor independence before 2027

GPT-5 reportedly dropping next week with 1M token context window and dynamic reasoning

Intel lays off 15% of workforce as sixth consecutive quarterly loss widens to $2.9B

CoreWeave co-founder Brian Venturo on GPU cloud infrastructure, Aston Martin F1 deal, and why late entrants can't catch up

DeepSeek's viral growth may be overstated — hosts debate sticky adoption vs. TikTok-driven downloads

Will AWS buy TPUs from Google? Breaking down the AI chip supply chain war