Need-to-Know Notes: The original interview is titled “How Microsoft thinks about AGI.” Well, it's not about that at all.

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  • The original interview is titled “How Microsoft thinks about AGI.” Well, it's not about that at all.

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Dylan Patel — The single biggest bottleneck to scaling AI compute

Dylan Patel — The single biggest bottleneck to scaling AI compute

Read more details and related context about Dylan Patel — The single biggest bottleneck to scaling AI compute.

Nvidia CEO laying the foundation for regular enterprises to deploy AI: SemiAnalysis CEO Dylan Patel

Nvidia CEO laying the foundation for regular enterprises to deploy AI: SemiAnalysis CEO Dylan Patel

Read more details and related context about Nvidia CEO laying the foundation for regular enterprises to deploy AI: SemiAnalysis CEO Dylan Patel.

Dylan Patel | Lost in Life to Founding SemiAnalysis

Dylan Patel | Lost in Life to Founding SemiAnalysis

Read more details and related context about Dylan Patel | Lost in Life to Founding SemiAnalysis.

Dylan Patel (SemiAnalysis): The Datacenter in 2026: CPUs, RL Environments & Agent-Driven Workloads

Dylan Patel (SemiAnalysis): The Datacenter in 2026: CPUs, RL Environments & Agent-Driven Workloads

Read more details and related context about Dylan Patel (SemiAnalysis): The Datacenter in 2026: CPUs, RL Environments & Agent-Driven Workloads.

A Deep Dive into NVIDIA Blackwell with SemiAnalysis' Dylan Patel

A Deep Dive into NVIDIA Blackwell with SemiAnalysis' Dylan Patel

Read more details and related context about A Deep Dive into NVIDIA Blackwell with SemiAnalysis' Dylan Patel.

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

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

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FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

This is our full interview with SemiAnalysis Founder and CEO

Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization

Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization

Read more details and related context about Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization.

Satya Nadella, Dwarkesh Patel, Dylan Patel – scaling, scaffolding, and the sovereignty scam

Satya Nadella, Dwarkesh Patel, Dylan Patel – scaling, scaffolding, and the sovereignty scam

The original interview is titled “How Microsoft thinks about AGI.” Well, it's not about that at all. It's about a masterful play against a ...

How an H100 is worth more today than it was three years ago – Dylan Patel

How an H100 is worth more today than it was three years ago – Dylan Patel

Read more details and related context about How an H100 is worth more today than it was three years ago – Dylan Patel.