a16z Podcast

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

1028 snips
Sep 22, 2025
Guest
Guido Appenzeller
Guest
Dylan Patel
In this enlightening discussion, Dylan Patel, a semiconductor expert and chief analyst at SemiAnalysis, joins Guido Appenzeller, former CTO of Intel’s Data Center, to unpack the shocking $5B NVIDIA-Intel partnership. They explore how this collaboration can impact the AI chip landscape, analyze U.S.-China tech dynamics, and discuss NVIDIA's strategic positioning against competitors like AMD. Insights into data centers and the evolving AI infrastructure reveal the critical hardware choices shaping the future of AI technology.
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00:00 / 00:00

GPU Buying Is A Black-Market Vibe

  • Dylan Patel joked buying GPUs is like buying cocaine: you call around, check price and availability.
  • The comparison emphasized how informal and tight the GPU market can feel.
00:00 / 00:00

NVIDIA–Intel Deal Remixes The Market

  • NVIDIA's $5B investment in Intel reshapes alliances and customer dynamics across semiconductors.
  • Dylan sees it as a lifeline for Intel and a strategic 'Buffett effect' for NVIDIA's market influence.
00:00 / 00:00

Rivals Teaming Up Threatens Competitors

  • The Intel–NVIDIA tie-up threatens AMD and ARM by narrowing partner options and consolidating capabilities.
  • Guido and Dylan argue combining Intel's packaging with NVIDIA's GPU could create dominant x86+GPU devices.
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