Dylan Patel — Cosign

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Dylan Patel founded and leads SemiAnalysis, researching the chips, supply chains and datacenters behind AI.

Unclaimed profile

Dylan Patel founded and leads SemiAnalysis, researching the chips, supply chains and datacenters behind AI.

Career

Founder, CEO, and Chief Analyst at SemiAnalysis from 2020 to PresentFounded and leads an analysis firm covering semiconductors, AI infrastructure, supply chains, and cloud computing.

SCManager at SemiAnalysis Capital Fund I GP, LLC until PresentManages the general partner of SemiAnalysis Capital Fund I, LP.

Investing Announcements

Prime Intellect

Cosigns Received

These Cosigners think Dylan will be a star

Doug O’Laughlin

First Cosign

Dylan’s going to be the greatest analyst of this generation. I’ve always thought that.

Source

Media appearance

How the Semiconductor Industry Actually Works

Dylan Patel and Asianometry’s Jon Y examine semiconductor supply chains, chipmaking economics, and hardware constraints on AI.

dwarkesh.com · Open ↗

Media appearance

Who Will Control the World’s AI Compute?

Patel discusses compute concentration, laboratory economics, infrastructure spending, and the forces shaping AI’s future with Dwarkesh Patel.

dwarkesh.com · Open ↗

Dylan Patel - The single biggest bottleneck to scaling AI compute

Patel examines the logic, memory, power, fabrication, EUV, and capital constraints shaping the scale-up of AI compute.

newsletter.semianalysis.com

InferenceX v2: NVIDIA Blackwell vs AMD vs Hopper

Patel and his coauthors compare inference hardware, serving software and the tradeoffs between speed, throughput and cost.