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Dylan Patel
Dylan Patel
AI
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SemiAnalysis ↗
Writes SemiAnalysis, covering topics in ai.
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Recent Articles
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
SemiAnalysis · AI · 7mo ago
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
SemiAnalysis · AI · 8mo ago
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
SemiAnalysis · AI · 8mo ago
Scaling the Memory Wall: The Rise and Roadmap of HBM
SemiAnalysis · AI · 8mo ago
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More
SemiAnalysis · AI · 9mo ago
Meta Superintelligence – Leadership Compute, Talent, and Data
SemiAnalysis · AI · 10mo ago