Unsupervised Learning Ep 53: SemiAnalysis Founder Dylan Patel on New AI Regulations, Future of Chinese AI & xAI’s Scrappy Surge to Hyperscale
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Jan 21, 2025 
Dylan Patel, Chief Analyst at SemiAnalysis, shares his expertise on the future of AI regulation and the competitive landscape between the U.S. and China. He discusses how new AI diffusion rules can consolidate power among Big Tech, the challenges for startups, and the potential for monopolistic environments. The conversation highlights the rising costs and technical hurdles of GPU cluster deployments and explores CoreWeave's successful strategies in the GPU market. Patel also delves into the implications of open-source versus closed AI models and the future landscape of enterprise AI.
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AI Regulations Impact
- Recent AI regulations aim to curb China's AI progress while boosting the US.
- These regulations, however, may consolidate power among Big Tech, limiting competition.
Malaysian Data Centers
- Chinese companies are building significant data center capacity in Malaysia, circumventing US regulations.
- This capacity rivals Meta's entire global footprint, highlighting the scale of the buildout.
Sovereign AI Landscape
- Before regulations, sovereign AI development was largely unregulated, leading to a Wild West scenario.
- Countries pursued independent AI capabilities, building data centers and training models without much oversight.