Dylan Patel, Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors:"Fundamentally there's many different ways to generate power. You can do jet engines bolted to the ground. Ship engines. Diesel recips from auto manufacturers with declining volumes. Fuel cells.Each category alone delivers tens of gigawatts by end of decade. Combined, hundreds. Even if energy costs double, a GPU goes from $1.40/hr to $1.50/hr. Nobody notices a dime when the
2:06
Dylan Patel, Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors:"Fundamentally there's many different ways to generate power. You can do jet engines bolted to the ground. Ship engines. Diesel recips from auto manufacturers with declining volumes. Fuel cells.Each category alone delivers tens of gigawatts by end of decade. Combined, hundreds. Even if energy costs double, a GPU goes from $1.40/hr to $1.50/hr. Nobody notices a dime when the
213.8K views1 month ago
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The most respected semiconductor analyst in the AI industry revealed that the entire cloud computing market ran out of a chip nobody was watching.Dylan Patel runs SemiAnalysis, the research firm whose reports are read by every major hyperscaler and chip company on earth.For five years the AI race was defined by a single bottleneck, GPUs.Nobody in the industry was watching the CPU but that turned out to be a catastrophic oversight.The shift from chatbots to agentic AI, systems that autonomously e
3:54
The most respected semiconductor analyst in the AI industry revealed that the entire cloud computing market ran out of a chip nobody was watching.Dylan Patel runs SemiAnalysis, the research firm whose reports are read by every major hyperscaler and chip company on earth.For five years the AI race was defined by a single bottleneck, GPUs.Nobody in the industry was watching the CPU but that turned out to be a catastrophic oversight.The shift from chatbots to agentic AI, systems that autonomously e
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linkedin.com
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【人工智能】AI战争的背后 | SemiAnalysis创始人Dylan Patel | 算力货币 | 英伟达是中央银行 | AI的话语权 | 服务商链条 | 强化学习 | 巨头创新 | 冲击软件行业
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YouTube最佳拍档
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SemiAnalysis Founder Dylan Patel on New AI Regulations, Chinese AI & xAI's Surge to Hyperscale
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Dylan Patel, Founder of SemiAnalysis, and I have what has become a bit of a holiday tradition of roasting each other on video when we converge at Marvell Technology Industry Analyst Day every year… | Leonard Lee
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linkedin.com
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