Dylan Patel, founder of SemiAnalysis, and Nathan Lambert, research scientist at the Allen Institute for AI, dive into the intricate world of AI and semiconductors. They discuss the implications of China's DeepSeq AI models, the evolving geopolitical landscape, and how export controls impact technology competition. The conversation reveals fascinating insights about AI model architectures, including mixture of experts models, and the challenges of training and optimization. They also ponder the role of transparency and ethics in AI development, shaping the future of this transformative technology.

Dylan Patel, Founder and Chief Analyst at SemiAnalysis, dives into the semiconductor industry's seismic shifts. He reveals insights on NVIDIA's dominance and its competitive edge over giants like Google. Discussions span the complexities of AI pre-training, the paradox of scaling larger clusters, and the crucial role of synthetic data in model performance. Patel also unpacks evolving memory technologies, highlights the fierce rivalry between AMD and NVIDIA, and predicts future trends in AI technology. This conversation is a treasure trove for tech enthusiasts!

Dylan Patel runs Semianalysis, a leading source for AI hardware insights, while Jon, from Asianometry, delves into the history of semiconductors. They explore the complexities of the semiconductor industry, discussing U.S.-China dynamics and talent acquisition strategies. The conversation highlights Huawei's resilience despite sanctions and the implications of recent technological advancements. The duo also tackles the future of data centers and the challenges of emerging GPU markets, emphasizing the intersection of finance, innovation, and global competitiveness in tech.

Dylan Patel, a technology analyst, joins the podcast to discuss the state of the GPU market and the concept of 'GPU poor' vs 'GPU rich'. They delve into the GPU shortage and future forecasts for NVIDIA and AMD. The episode also explores the importance of efficient infrastructure for tech giants, metrics in machine learning training, Noam Chizir's work, AI hardware startups, Apple's capabilities, and innovations in AI.

Join Dylan Patel, co-founder of SemiAnalysis and semiconductor whiz, alongside tech analyst Jon from Asianometry, as they dive into the wild world of AI and tech capital expenditure. They rank major players in the AI arena, comparing successes and failures, and discuss how companies like Google and OpenAI stack up. The episode also features humorous takes on innovation, organizational dynamics, and even future leadership scenarios. Expect lively banter on trends, rivalries, and the quirks of the tech universe!

Dylan Patel, founder of SemiAnalysis, shares his expertise on semiconductors and AI infrastructure. He discusses the staggering rise in capital expenditures by major tech companies, predicting investments in AI-driven data centers could reach $500 billion by 2025. New specialized GPU cloud providers are entering the market, threatening the dominance of hyperscalers. Patel also highlights that while GPU shortages are notable, the true bottleneck lies in broader infrastructural complexities, crucial for future AI advancements.

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.

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the biggest manufacturer of chip making equipment in the world, Applied Materials. Last week, we looked at the other leading equipment maker in the semi-industry, ASML, and while that business currently has a higher market cap, Applied Materials generated more revenue and profit last year.It earned $26 billion, spent $3 billion on R&D and currently has 17,300 patents. To explore the business behind those numbers, I’m joined by Dylan Patel, Chief Analyst at SemiAnalysis. Dylan takes us through the industry’s evolution, how Applied’s business differs to ASML, and how geopolitics is a double-edged sword. Please enjoy this breakdown of Applied Materials.For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. -----This episode is brought to you by Tegus, the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.-----Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcookeShow Notes(00:02:33) - (First question) - An overview of the vital and diverse semiconductor industry(00:05:11) - The shift to specialization in semiconductors(00:09:04) - Geopolitical factors that impact the sector(00:12:16) - The dynamic evolution of Applied Materials(00:15:22) - What differentiates Applied Materials from their competitors(00:18:52) - Strong margins, growth, and efficient capital allocation drive their financials (00:22:00) - The cyclical nature of the semiconductor industry(00:24:36) - Optimizing equipment for next-gen chips through collaboration with manufacturers(00:29:09) - How Applied Materials' specialization limits equipment changes for manufacturers(00:32:54) - Contributing factors to Applied Materials' continued growth(00:36:05) - Market share varies by equipment and processes(00:39:13) - Biggest risks for Applied(00:41:23) - AI's growing demand for semiconductors(00:43:20) - Lessons learned from studying Applied Materials

Demetri Kofinas interviews Dylan Patel, a semiconductor and A.I. analyst, about the failure of U.S. semiconductor export controls on China. They discuss Huawei's Kirin 9000s chipset, China's progress in the chip industry, military and commercial implications, strengthening export controls, and rebuilding America's semiconductor industry.

The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis.In this episode of ChinaTalk, we all: Deep dive into the CHIPS Act's recent Notice of Funding Opportunity (NOFO); Discuss the potentially existential impact of AI on global power dynamics; Consider the true intentions of the October 2022 export controls — from military constraining China to crippling manufacturing in the broader economy; Muse about the potential for a "splinternet" to emerge as countries around the world — in particular, the US, China, EU members states — adopt different standards and regulations for their tech industries; And more! Outro music: https://www.youtube.com/watch?v=m1_Amc4Ysv0 Learn more about your ad choices. Visit megaphone.fm/adchoices