Activity
37K followers
-
Dylan Patel shared thisFree reverse engineering reports will continue as we are drastically undercutting TechInsights while doing superior process node analysis. Join the teardowns team or contract us for specific work!Dylan Patel shared thisIntel Panther Lake Teardown Taking a look inside Intel's latest consumer chip and 18A process node https://lnkd.in/eSvB8neK
-
Dylan Patel reposted thisDylan Patel reposted thisMost Neoclouds Suck At Security OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a ClusterMAX 3.0 Preview https://lnkd.in/eHfj3hYX
-
Dylan Patel shared thisOpenAI Jalapeno is spicy Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin This is huge news! We got to go into OpenAI's lab to dissect their new chip and dive into the software, architecture, and performance Incredible work!Dylan Patel shared thisOpenAI Jalapeño: Better Than Nvidia Blackwell OpenAI’s self-designed ASIC compared with Rubin, Jalapeño’s TCO, throughput per MW, and spicy deets https://lnkd.in/eswm-rbw
-
Dylan Patel reposted thisDylan Patel reposted thisIf you've fallen down the AI rabbit hole, you've probably come across SemiAnalysis, founded by Dylan Patel. He’s technology’s trusted source on semiconductors, GPU’s, and the infrastructure powering AI. So naturally, I asked him the internet's burning questions & he gets into: AI taking our jobs, data centers, AI doom, the "permanent underclass," and why he's actually optimistic about where all of this is headed. Q: Why shouldn’t we be scared of AI? A: So I think everyone's scared of AI because they're afraid that AI is going to take their jobs & cause this massive wealth divide. But really, AI is doing the opposite. Everyone who's a blue-collar worker was really screwed over in the last four or five decades in America. And now AI is making a lot more demand for electricians, plumbers, people in construction. The blue-collar worker's actually winning. It's people who have white-collar jobs who are scared of losing out because they have a "fake email job" much like myself. But I think they shouldn't be afraid of that. They should be excited that fellow Americans are going to get to make more money because they have actual things to build. Everyone's jobs also seem to be a lot easier with AI now. So I don't think people should be scared. I think people should be excited that everyone's life is easier, & they get paid more. Q: What's one piece of advice you have for somebody who wants to do what you do? A: I think the best way is just to follow your passions, right? Very cliche answer, but for a long time I was considered a weirdo. Still am, but I think for a long time, no one really understood why I was so obsessed with the stuff I'm obsessed with. And I think still people question it. But you should just do what you're obsessed with. Q: What is your most controversial take about all of this? A: Going back to your first question, why is everyone so pessimistic? I feel like everyone is very pessimistic about, oh, AI is going to take our jobs, or pollute the water, the air & all this sort of stuff because of people building data centers. But actually, I'm quite optimistic in that next year AI adoption is going to be huge & the economy's not going to lose jobs. We're actually going to be gaining jobs. Nominal GDP growth will be ~5%. And unemployment will be lower than it is today. And so despite all the fears, I actually think AI will lead to people being more fulfilled in their lives because they have jobs, the economy's growing, there's more abundance for everyone to split. All these people in San Francisco think if they don't work really hard & don't have fun, they'll escape the "permanent underclass", which is a really stupid concept. Everyone will be fine, things will be great & humanity gets better every generation. 📌 Follow along for more. 📨 Where tech, money, & culture meet: jaiyagill.com #AI #Technology #ArtificialIntelligence #Semiconductors #FutureOfWork
-
Dylan Patel reposted thisDylan Patel reposted thisGod bless America the land of the free and home of the brave 🫡 250
-
Dylan Patel shared thisExcited to announce the SemiAnalysis Teardown Engineering & Evaluation Lab (STEEL) We have been building a state-of-the-art teardown lab in Oregon with $10s of millions Capex being spent capable of analyzing the world’s most advanced and important chips and process technologies over the last year and half. We have already generated revenue on advanced datacenter chip teardowns. This is a bit of inconvenient timing for TechInsights as they are private equity owned and currently being sold while having enjoyed virtually no credible competition for decades. This has led to TechInsights underinvesting in CAPEX. SemiAnalysis exceeds TechInsights in revenue despite no venture or private equity ownership and being founded only 6 years ago. Because we have no external investors and are founder led, we move faster, build faster, and we can release client chip teardowns for free regularly, while focusing on datacenter for our major clients. STEEL has a state of the art fleet of tools. We are less than a year and half into the journey here, but our goal is to be number 1 just like we are in AI, Datacenter, and Semiconductor market data, consulting, and technical analysis. Our largest customers which, include all of the hyperscalers and world's largest semiconductor companies, are excited for us to shake up the market.Dylan Patel shared thisIs SMIC N+3’s Metal Pitch Smaller than Intel 18A’s? SMIC N+3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale, SemiAnalysis Teardown Engineering & Evaluation Lab, HiSilicon Kirin 9030, Process Technology, Pattering, Cell Architecture https://lnkd.in/evWdbfZ4Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
-
Dylan Patel reposted thisDylan Patel reposted thisWe are so used to seeing chip company marketing teams exaggerate specs that it is refreshing to see them understate specs for a change. Here's one example from Cerebras's website, where they understate on-chip SRAM by a factor of 8! @Cerebras y'all are far too modest!
-
Dylan Patel reposted thisDylan Patel reposted thisEvery conversation I have with Dylan Patel, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of that equation. We discuss: - The infinite demand for the newest models - SemiAnalysis going from $10K on AI spend to $7M - Mythos and Anthropic's compute problem - Why TSMC spending $100B on CapEx could cause a shortage - Robotics as next demand wave - Why memory prices will double again This is my second conversation with Dylan and find myself needing to speak with him more and more often to make sense of it all. Enjoy! https://lnkd.in/eANd9hFwThe Supply and Demand of AI Tokens | Dylan Patel InterviewThe Supply and Demand of AI Tokens | Dylan Patel Interview
-
Dylan Patel posted thispeople who type with capslock are kinda fakers when i am crusing with caps, I HOLD DOWN SHIFT KEY WITH MY RIGHT PINKIE EXTREMELY HARD! THE EMOTION IS FLOWING THROUGH TO MY TEXT i often imagine others do this with capslock but you cant ever tell if they are really pushing down
-
Dylan Patel liked thisDylan Patel liked thisThe news that SemiAnalysis acquired Citrini Research made me think back to when I first met Dylan Patel in 2022, when he was still essentially a solo analyst. I also had the chance to help him compile a RISC-V market report. What he has built since then is impressive. To me, Dylan’s real strength is not just understanding complex semiconductor technology, but translating it into plain language that investors and executives can actually use. That helped SemiAnalysis fill a real gap between deep technical knowledge and market analysis. It is also a great example of how a younger generation can break into an industry traditionally dominated by decades of experience—not by knowing more than every veteran, but by seeing a gap the established industry overlooked. Congratulations to Dylan and the SemiAnalysis team.What SemiAnalysis Got Right About Market IntelligenceWhat SemiAnalysis Got Right About Market Intelligence
-
Dylan Patel liked thisDylan Patel liked thisMost Neoclouds Suck At Security OpenAI vs HuggingFace, Container Escapes, Kernel Bypass, Network Policies, Security Keys, Multi-tenant Grafana, and a ClusterMAX 3.0 Preview https://lnkd.in/eHfj3hYX
-
Dylan Patel liked thisDylan Patel liked thisOpenAI Jalapeño: Better Than Nvidia Blackwell OpenAI’s self-designed ASIC compared with Rubin, Jalapeño’s TCO, throughput per MW, and spicy deets https://lnkd.in/eswm-rbw
-
Dylan Patel liked thisDylan Patel liked thisIf you've fallen down the AI rabbit hole, you've probably come across SemiAnalysis, founded by Dylan Patel. He’s technology’s trusted source on semiconductors, GPU’s, and the infrastructure powering AI. So naturally, I asked him the internet's burning questions & he gets into: AI taking our jobs, data centers, AI doom, the "permanent underclass," and why he's actually optimistic about where all of this is headed. Q: Why shouldn’t we be scared of AI? A: So I think everyone's scared of AI because they're afraid that AI is going to take their jobs & cause this massive wealth divide. But really, AI is doing the opposite. Everyone who's a blue-collar worker was really screwed over in the last four or five decades in America. And now AI is making a lot more demand for electricians, plumbers, people in construction. The blue-collar worker's actually winning. It's people who have white-collar jobs who are scared of losing out because they have a "fake email job" much like myself. But I think they shouldn't be afraid of that. They should be excited that fellow Americans are going to get to make more money because they have actual things to build. Everyone's jobs also seem to be a lot easier with AI now. So I don't think people should be scared. I think people should be excited that everyone's life is easier, & they get paid more. Q: What's one piece of advice you have for somebody who wants to do what you do? A: I think the best way is just to follow your passions, right? Very cliche answer, but for a long time I was considered a weirdo. Still am, but I think for a long time, no one really understood why I was so obsessed with the stuff I'm obsessed with. And I think still people question it. But you should just do what you're obsessed with. Q: What is your most controversial take about all of this? A: Going back to your first question, why is everyone so pessimistic? I feel like everyone is very pessimistic about, oh, AI is going to take our jobs, or pollute the water, the air & all this sort of stuff because of people building data centers. But actually, I'm quite optimistic in that next year AI adoption is going to be huge & the economy's not going to lose jobs. We're actually going to be gaining jobs. Nominal GDP growth will be ~5%. And unemployment will be lower than it is today. And so despite all the fears, I actually think AI will lead to people being more fulfilled in their lives because they have jobs, the economy's growing, there's more abundance for everyone to split. All these people in San Francisco think if they don't work really hard & don't have fun, they'll escape the "permanent underclass", which is a really stupid concept. Everyone will be fine, things will be great & humanity gets better every generation. 📌 Follow along for more. 📨 Where tech, money, & culture meet: jaiyagill.com #AI #Technology #ArtificialIntelligence #Semiconductors #FutureOfWork
Experience & Education
Licenses & Certifications
-
Energy Efficiency Fundamentals
Schnider Electric
IssuedCredential ID 74aa6dca99f2141a94f3d2a0f4e7e66d -
Financial Analysis of Energy Efficiency Projects I
Schnider Electric
IssuedCredential ID 2224496ce6117e823dcd810f480e8aad -
Financial Analysis of Energy Efficiency Projects II
Schnider Electric
IssuedCredential ID 4de3f60f550e42675dde759543129205 -
Strategic Energy Planning
Schnider Electric
IssuedCredential ID 286231833e54c5b71d60906cd299a5d2
Languages
-
English
Native or bilingual proficiency
-
Gujarati
Native or bilingual proficiency
-
Hindi
Limited working proficiency
-
Spanish
Limited working proficiency
Other similar profiles
Explore more posts
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content