Dylan Patel

Appearances

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  Dwarkesh Podcast

  Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · Aug 2026

  Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute · Mar 2026

  @Asianometry & Dylan Patel — How the semiconductor industry actually works · Oct 2024

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  Invest Like the Best with Patrick O'Shaughnessy

  Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469] · Apr 2026

  Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442] · Sep 2025

  0 votes

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  Odd Lots

  China Made a Chip Breakthrough That Shocked the World · Dec 2023

  0 votes

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  No Priors

  Chips, Neoclouds, and the Quest for AI Dominance with SemiAnalysis Founder and CEO Dylan Patel · Aug 2025

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  The a16z Show

  From the Archive: Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure · Jul 2026

  Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China · Sep 2025

  Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple · Aug 2025

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  Training Data

  Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis · Jun 2026

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  Latent Space: The AI Engineer Podcast

  The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis · Nov 2023

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  Hidden Forces

  U.S. Semiconductor Export Controls On China Are Failing | Dylan Patel · Oct 2023

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