Dylan Patel
Founder and CEO of SemiAnalysis, research on semiconductors and AI infrastructure.
At a glance
Roles
SemiAnalysis (CEO)
Interviews to start with
Chips, Neoclouds, and the Quest for AI Dominance (No Priors), How the semiconductor industry actually works (Dwarkesh Podcast)
See all 2
Also on this page: Key facts · Links · Sources · Related pages
- Dylan Patel is the founder and chief executive of SemiAnalysis, a research firm and publication on semiconductors and AI hardware.
- He is a frequent podcast guest on chips, data centres and AI compute, including No Priors in August 2025 and the Dwarkesh Podcast with Jon Y of Asianometry in October 2024.
Key facts
- Current role
- Founder and CEO, SemiAnalysis1
- SemiAnalysis
- Described by the Dwarkesh Podcast as "the leading publication and research firm on AI hardware"2
- Interviews
- No Priors, 14 August 2025, on challenging Nvidia and neoclouds; Dwarkesh Podcast, 2 October 2024, on how the semiconductor industry works1
Roles
Interviews to start with
The line under a date fills as it gets older: empty when new, full at 2 years.
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Chips, Neoclouds, and the Quest for AI Dominance (No Priors) (opens podcasts.apple.com)1
With Sarah Guo, on what it would take to challenge Nvidia and the market for neoclouds.
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How the semiconductor industry actually works (Dwarkesh Podcast) (opens dwarkesh.com)2
With Jon Y of Asianometry.
Links
Sources
Last checked against its sources today
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The line under a date fills as time passes: empty when new, then one equal share each for a day, a week, a month and a year. For episodes and other items it is full at 2 years; for "last checked", at a year. A striped line means the date is known only to the month or year.