Dylan Patel
@dylan522p
SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
@dylan522p is like one of those geoguessor pros of AI hardware, drop him in any data center anywhere and he’ll be able tell you what’s going on. It’s insane. 🙏
Most GB200 Clusters in the world are just 400G NIC per GPU except for OpenAI's Stargate giving OpenAI 2x stronger scale out ultra large scale training network performance! As you can clearly see in the image, there are 8 400GbE OSFP cages per compute tray which means it is 800GbE…
The children yearn to be working in fabs Taiwan high school science exhibition this year are discussing about 1.5nm Gate All Around transistor structure optimization The kids are unbelievably cracked
Anthropic has been a series of ideological decisions later defeated by business realities
SCOOP: Leaked memo from Anthropic CEO Dario Amodei outlines the startup's plans to seek investment from the United Arab Emirates and Qatar. “Unfortunately, I think ‘no bad person should ever benefit from our success’ is a pretty difficult principle to run a business on.”
Backside power delivery isn't the clear W people make it out to be. Leading edge mobile doesn't even move to backside power for quite some time. China's FlipFET is seriously awesome. The 4F2 and 3D DRAM work here is incredibly important for the memory wall. Lastly digital twins!
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 VLSI 2025 Roundup semianalysis.com/2025/07/21/vls…
When my boy @ChuWega and I ship a note on Amazon Teton 2 PDS at 6:30AM ET while he's in Taiwan and I'm technically on vacation in Switzerland with my bro and nephews.
IDK who Kevin Rippey is but this is the funniest thing I've ever seen written about me! Thanks for the compliment Kevin! We had a sick core research note today on Arista. Slides below I think @IanCutress got like 50% of them but we'll post them with full explanation soon. $ANET
My mom found the Yesterday podcast covering my life story, where I talked about all sorts of stuff she shouldn't hear. I'm so cooked if she listens. Gonna ruin her impression of me as a good boy. youtu.be/TIGZdRqi7Ec?si… @_sonith @yesterdaymgmt
Jeremie is the best. Unfortunately he's fr*nch but he's still the best.
We spoke with @JeremieEO (Analyst @SemiAnalysis) about the US data center race: "Since mid-2023, there's a frantic search for power happening in the US and worldwide." "There's ~500 gigawatts of data center load requests in the US which is a figure close to the nation's actual…
Crowning these medals was awesome Went to Oracle off-site, gave talk crowning them We got to christen Fred at Scaleway as if he was a knight Funniest story is Platinum Peter at CoreWeave breaking his neck because these medals are heavy a f with real silver, gold, etc plating 🎥👇
CoreWeave CTO breaks his neck with ClusterMAX GPU Cloud Award
guys I’m quantizing my DeepSeek model at fp4 and this is what I got pls help Cred @aj_kourabi
When zucc mentions you
Zucc confirms that they are building multiple GW clusters. 1000MW Prometheus will come online in 2026 and Hyperion will be built in phases and be able to scale to 5000MW+. For context, the largest H100/H200 clusters operational today is only 150-200MW. Link to full article below…
AI bros when I tell them Boeing outperformed Nvidia, Meta, Google, Broadcom, AMD, Microsoft this year