Dylan Patel

@dylan522p

SemiAnalysis AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own

  1. #1

    I'm doing a new startup with @asciimike It's Chinese leg extension surgery Except for you break your skull and expand your brain

    Dylan Patel @dylan522p ·
    I'm doing a new startup with @asciimike It's Chinese leg extension surgery Exce…
  2. #2

    "And antisemitism will be dead in about 6 months once Sydney Sweeney converts so don't worry bout it" - @Chaimeisenberg Incredible things are happening in SemiAnalysis Slack

    Dylan Patel @dylan522p ·
    "And antisemitism will be dead in about 6 months once Sydney Sweeney converts s…
  3. #3

    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 put it at $5M per r…

    Dylan Patel @dylan522p ·
    Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030…
  4. #4

    US supply chains for electronics suck so much AMD found a business opportunity in dumping US military chips for 1/4 of the cost in China. US list price is $36k for this chip, with…

    Dylan Patel @dylan522p ·
    US supply chains for electronics suck so much AMD found a business opportunity… US supply chains for electronics suck so much AMD found a business opportunity…