Dylan Patel

Chief Analyst at SemiAnalysis

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

Twitter Substack

Posts tracked from 1/16/2023 to 4/27/2026

Posts Analyzed

319

Platforms

Total Followers

116,347

Positive Sentiment

32%

103 positive of 319

Tools Discussed by Dylan Patel

FluidStack

infrastructure

Jan

ai-chatbot · 41,416 stars

Stack AI

no-code

Ema

ai-finance

Share: Twitter LinkedIn

Social Reach116.3K total

116.3K

followers

Developer Profile

npm packages

61.6M

weekly downloads

Most Engaging Post

twitter

In Korea, found this Tteokbokki spot ran by 2 elder ladies I asked if they took card She shook her head, spoke some Korean, walked out, waved me to follow We went to a 7/11 She pointed at some cigaret

The author shares a personal experience in Korea, describing a visit to a Tteokbokki spot run by elderly ladies and a humorous interaction involving a 7/11.

24,8264/30/2025View

Posts by Platform

Dylan Patel says GPUs are no longer the biggest ...

Dylan Patel highlights that CPUs have become the main bottleneck in AI development, shifting away from GPUs. This marks a significant change in the hardware landscape for AI.

gpu constraintscpu bottleneck

Dylan Patel on Supply and Demand of AI Tokens

The author expresses a desire to understand the supply and demand of tokens through conversations with Dylan Patel.

ai tokenssupply and demand

Dylan Patel's SemiAnalysis Is Being Sued : r/AMD_Stock

Dylan Patel is facing a lawsuit for allegedly including confidential information in his reports, which has significant financial implications.

legal issuesconfidentiality

FULL INTERVIEW: Dylan Patel Says We're Still ...

This post features a full interview with Dylan Patel, the CEO of SemiAnalysis, discussing insights from the Cisco AI Summit.

interviewai summit

Dylan Patel, founder of SemiAnalysis ...

Dylan Patel discusses the future bottlenecks in AI scaling, predicting significant challenges by 2028 or 2029.

ai scalingbottlenecks

Avg engagement: 0Total: 0

Activity Timeline