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 …
Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising
Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more
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.
SemiAnalysis launches InferenceMAX, an open-source benchmark that automatically tracks LLM inference performance across AI models and frameworks every night
vendor-neutral suite runs nightly and tracks performance changes over time Tae Kim / Barron's Online : Nvidia Touts Software Advantage in Beating Rivals Like AMD Dion Harris / NVIDIA : NVIDIA Blackwel...
Huawei debuts the CloudMatrix 384 AI computing system, which outperforms Nvidia's most advanced GB200 NVL72 system on some metrics, according to SemiAnalysis
China's Huawei Technologies showed off an AI computing system on Saturday that one industry expert has said rivals Nvidia's most advanced offering …
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years
SemiAnalysis : X: @staysaasy , @lefttailguy , @blader , and @mjolley22 X: @staysaasy : @blader To put it in another context: If these guys were Sole Proprietorships or single person LLCs, they'd be p...
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years
Meta's shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. X: @staysaasy , @lefttailguy , @blader , and @mjolley22 X: ...