Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund
James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.
Citrini Research founder James van Geelen has sold the firm to SemiAnalysis for an undisclosed sum; sources: van Geelen plans to launch a new fund
James van Geelen, the founder of independent investment-research shop Citrini Research, has sold the firm to semiconductor and AI researcher SemiAnalysis.
Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more
“Every force is screeching towards centralization.” — Had a lot of fun chatting again with my twin brother Dylan Patel.
Google's AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity
SemiAnalysis thinks the DeepMind shakeup means Google is losing the AI race. It might be that Google is choosing to run a different race.
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture
NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …
A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research
A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research
For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind …
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 …
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 …