Search: “dylan-patel--x”

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

Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - Ho

Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Ant

BREAKING NEWS: OpenAI’s Technical Lead for Compute has returned to OpenAI after joining Meta in April 2026. What is going on at Meta that people are quitting after only a couple of months? Did Anuj ge

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of deb

The funny thing about Anthropic and OpenAI people saying they want to slow down AI progress is that this is what Anti Trust mechanisms were built for. It's illegal to collude and slow down AI progress

compute daddy @dylan522p has spoken The Future of Meta Superintelligence: A 1 Year Progress Update A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever

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.

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

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

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of deb

Intelligence per picojoule, with @itsclivetime and @dylan522p (0:00) Intro (1:22) What is codesign? (2:49) Codesign example: Swish vs ReLU (4:22) Are DeepSeek papers codesign? (6:45) Predicting where

DeepSeek V4 by @deepseek_ai just dropped! SGLang is ready on Day 0 with a full stack of optimizations from architectures to low-level kernels. We also deliver a verified RL training pipeline in Miles

🎉 Day-0 support for @deepseek_ai V4 Pro and Flash on vLLM — a new generation of DeepSeek model, purpose-built for tasks up to 1M tokens. Alongside the release, we're publishing a first-principles walk

Our GB300 cluster went down yesterday, just as Deepseek released 😱 We were 😥 but @CoreWeave came through to contribute to the Open Source. They scrambled in the compute crisis, finding 2 spare dev rac

DeepSeek Inference Analysis Day 0 GB200 NVL72, Blackwell, AMD MI355X Huawei performance analysis Performance every day over time for the past 44 days DeepSeekV4 1.6T Day 0 to Day 43 Performance Over T

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

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

Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - SMH - [Put] — 2.04B 2. Nvidia - NVDA - [Pu

Banger take Gavin Baker: 'I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble.' 'If Taiwan Semi did what Jensen wanted, Nvidi

This post from Dylan Patel discusses how PC graphics capabilities were limited before Jensen (likely referring to Jensen Huang of NVIDIA) introduced revolutionary GPU technology, and suggests that the

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of deb

BREAKING: Dylan Patel (@dylan522p) of @SemiAnalysis_ says 'chips in Europe have less seasoning than chips in America & Mexico.' Plus: › Data centers & France’s nuclear power › AI infrastructure over-o

Ultra-High Interactivity on NVIDIA GPUs? TileRT InferenceX Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, High throughput prefill eng