An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)
Dwarkesh Patel / Dwarkesh Podcast: An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more — Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
Dwarkesh Patel / Dwarkesh Podcast:
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more — Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
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