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2026-03-15
Dwarkesh Podcast 2 related

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more

Plus, why an H100 is worth more today than 3 years ago  —  Dylan Patel, founder of SemiAnalysis, provides a deep dive …

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2026-03-14
Dwarkesh Podcast 10 related

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more

Plus, why an H100 is worth more today than 3 years ago  —  Dylan Patel, founder of SemiAnalysis, provides a deep dive …

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