Dylan Patel - Inside the Trillion-Dollar AI B...
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA' ...
A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade. Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware. Jon Y runs <a target="_blank ...
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race. To make sense of it all, Erik Torenberg is joined by Dyla ...