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Dylan grew up working in motels Got a screen of death on his XBOX as a kid Fixing it got him into semis Somehow this led him to starting SemiAnalysis, the premier semis research co @dylan522p is fasci
Featuring the man of the moment @dylan522p @shaunmmaguire in today's Training Data episode. Nobody is a more trusted industry insider to the biggest infrastructure build-out in history. The story of h
Dylan Patel, founder of SemiAnalysis, celebrated his 30th birthday. The post is a personal milestone announcement shared on X (formerly Twitter). This appears to be a casual birthday greeting rather t
How close are models to building a perfect Slack clone with less than 50,000 of tokens? I feel like not that far... Claude Code spend had gotten to 10.95M runrate peak at SemiAnalysis But then Opus 4.
Every conversation I have with @dylan522p, 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
Dylan Patel of SemiAnalysis posted a clarification on X distinguishing NVIDIA from automotive companies, likely in response to comparisons or confusion surrounding NVIDIA's growing presence in the aut
Dylan Patel, a semiconductor and AI industry analyst known for his work at SemiAnalysis, shared a post on X (formerly Twitter) humorously reacting to a LEGO-style avatar or depiction of himself create
The Information wrote that Meta consumes 60.2T tokens per month, or ~750M per employee. Meta is getting absolutely token-mogged by us currently. SemiAnalysis employees consume 1.86B tokens per month.
I was unable to retrieve the specific tweet content from that URL, as the post requires a logged-in X (Twitter) session to access, and search results did not surface the full text of that specific ...
Rubin HBM Despec = Nvidia cutting coke Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders p
OpenAI 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
OpenAI reports Jalapeño delivers 1.5–1.9× more AI work per watt and 1.7–3.6× lower latency vs comparison systems on InferenceX.
Perplexity has low tens of millions in revenue a month, and I’m not even talking about how much they lose. Nvidia had to step in to boost their valuation and give them first aid, either through cloud
Guess who gets f_cked in the end? “.. Nvidia gets paid upfront, the borrowers and their lenders carry the default risk, and because private credit is ultimately funded by ordinary savers through instr
This is so much bigger than one company, and orders of magnitude more dangerous to the economy and investors than Enron. Nvidia’s AI push has echoes of Enron, says Big Short investor https://www.teleg
🦔Nvidia announced agreements yesterday with the six biggest names in private capital, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to raise over $500 billion so its own customers
🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when they think a company might not pay back what it borrowed. When
Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔 JUST IN : NVIDIA IN TALKS TO PROVIDE 250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN O
Dylan Patel discusses the advantages of drones utilizing American technology infrastructure and components, likely highlighting benefits such as reliability, security, supply chain independence, and t
We agree. The real leading indicators are clear: breakout Codex growth ✅, enterprise offerings on every cloud ✅, the only consumer app that matters ✅, a compute strategy built to accelerate ✅, and the
This appears to be a post by Dylan Patel (@dylan522p) on X (Twitter), though the context of who 'their' refers to and what organization or group he is president of is not clear from the title alone. T
The DeepSeek V4 garbled output bug in open source inference engine is fixed in SGLang. To everyone affected over the weekend, sorry for the trouble. Huge thanks to @Ant_Group for landing the fix PR. I
A 98% confidence interval for a binomial distribution is a range of values that has a 98% probability of containing the true population proportion, calculated using binomial probability methods or nor
Emily Shugerman / The San Francisco Standard: A profile of Maria Davidson, who heads California Renewal, a pro-business political group backed by Silicon Valley power players, seeking to raise $100M i
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Dominic-Madori Davis / TechCrunch: Ghost, which makes a 3,499 computer designed for AI agents and includes an RTX Pro 4000 SFF Blackwell GPU, emerges from stealth with an 11M seed led by a16z — For mu
Dr. Ian Cutress / More Than Moore: Q&A with OpenAI VP of Hardware Richard Ho on its Jalapeño inference chip co-designed with Broadcom, using internal OpenAI models to design the chip, and more — VP Ha
Wall Street Journal: Samsung commits 1B to AI infrastructure company Helix, adding to the 10B already secured when a KKR-led consortium including Nvidia established Helix in June — Helix expects to le
Positron AI Inc., a developer of inference appliances that don’t include HBM memory, today announced that it has raised 875 million in funding. NEA, Atreides Management, Valor Equity Partners, Andra C
Led by @Samsung, co-led by @eqt's Scaleup Europe Fund and @PSG_equity, with continued backing from @ASMLcompany, @nvidia, @BNPParibas CIB and others. This fuels our infrastructure and product capabili
We are excited to bring the first open benchmarking of Google's TPUs to the world Running every day, on many models + scenarios $/token is better than B200 and B300 Huge shout-out to Google @inferact
The video, posted on September 4, 2026 by user Dylan Patel, compares Anthropic’s Fable 5.1 with OpenAI's Astra and concludes that one clearly outperforms the other. Filmed in Everett, Massachusetts, i
Automated lint: 20 errors, 8743 warnings, 3 info
Talk about talent density! Last night, Avenir hosted an AI dinner in Paris with some of our favorite founders and friends @ScottWu46 (Cognition), @andrewdfeldman (Cerebras) @oliveur (Datadog), Chris C
This post likely discusses FireworksAI's fast inference capabilities and their implications or surprising effectiveness in the AI inference space. The post is from Sonya Huang, associated with SemiAna
This post speculates about a potential GTA 6 DLC called 'Scili Valley' based on leaked information, with the author expressing enthusiasm about its potential as a gaming experience. The post appears t
This post likely presents a humorous or satirical perspective on experiencing computing systems based on the von Neumann architecture during a hypothetical memory shortage in 2026, possibly commenting
Can confirm we saw a strong spike in growth of token consumption for Codex over last 48 hours. Unusual when we don't launch something. Usage share of OpenAI grew vs Anthropic yesterday despite Mythos
Since going on @creatine_cycle podcast 1.5 months ago, I have lost 4.8 pounds of fat and gained 4.6 pounds of muscle. Swole as a service works. on today's episode of Swole as a Service i brought my go