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Dylan Patel Profile
Dylan Patel

@dylan522p

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

Joined April 2018
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@dylan522p
Dylan Patel
2 days
RT @asianometry: In today's insane (and not in a good way) episode of Transistor Radio, we talk but can't talk about Meta's hiring spree, p….
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@dylan522p
Dylan Patel
2 days
>at a conference.>someone says LLMs won’t generalise, overhyped.>look at his badge.>he works at IBM.Every time.
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@dylan522p
Dylan Patel
3 days
The weakness of the US grid isn't just the lack of power.It's also the lack of mechanisms to keep it stable.I expect a training run to plunge hundreds of thousands of people into a blackout.This will make normies anti-AI infrastructure.There's solutions we can implement though!.
@SemiAnalysis_
SemiAnalysis
3 days
AI Training Load Fluctuations at Gigawatt-scale.Risk of Power Grid Blackout?.108GW Large Load Queue.Tesla Megapacks.Supercapacitors.Gigawatt-scale batteries.PyTorch No Power Plant Blow Up.
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@dylan522p
Dylan Patel
4 days
Apparently I left a Xiaomi store in Lima a 1 star review last year when visiting. In Spanish "I used the Wi-Fi, they logged all my information, and they keep sending spam, including propaganda about Taiwan not being a country.".I don't remember but totally in character.wtf Dylan
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@dylan522p
Dylan Patel
5 days
IDK who Kevin Rippey is but this is the funniest thing I've ever seen written about me!.Thanks for the compliment Kevin!.We had a sick core research note today on Arista. Slides below I think @IanCutress got like 50% of them but we'll post them with full explanation soon. $ANET
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@IanCutress
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
5 days
Going fast. Thisbnight be a slide show thread with minimal notes FYI. Replacing copper with other stuff.
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@dylan522p
Dylan Patel
6 days
The Nvidia Tensor Core is the most important evolution of computer architecture in the last decade.We explain why / how it's evolved.Shout out to collaborators @bfspector @tri_dao @colfaxintl @charles_irl @ia_buck Neil Movva Jonah Alben.esp @simonguozirui for the cutest cover pic.
@SemiAnalysis_
SemiAnalysis
6 days
NVIDIA Tensor Core Evolution.From Volta To Blackwell.Amdahl’s Law, Strong Scaling.Asynchronous Execution.Blackwell, Hopper, Ampere, Turing, Volta.
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@dylan522p
Dylan Patel
7 days
B-2 Bomber Strikes as a Service .B2B SaaS.Cred @vanshcsingh.
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@dylan522p
Dylan Patel
10 days
zucc FOUNDER MODE masterplan
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@dylan522p
Dylan Patel
10 days
Morris Chang started TSMC at 55. That's the most important and irreplaceable company in the world. This young boy culture in SF is weird. I'm still in my 20s, but I know there's even bigger things I'ma do in my 30s and 40s and 50s and 60s and 70s.
@jdchawla29
jellybean ❄️
10 days
steve jobs was 21 when he made apple.kalomaze was 19 when he joined prime intellect .it’s too late, Give up
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@dylan522p
Dylan Patel
11 days
These 8 and 9 figure offers may not convince the cultists at OpenAI and Anthropic, but there's plenty of mercenaries out there.Some at OpenAI.A lot at XAI.
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@dylan522p
Dylan Patel
13 days
Selective metal printers are cool as fuck.Met a company that's printing missle chassis at 72 an hour the other week. Thread quoted about it.
@SemiAnalysis_
SemiAnalysis
15 days
Nikon lost the DUV race to ASML, but their laser sources never quite disappeared. Meet the Nikon SLM NXG, which resembles a DUV machine surprisingly closely. Buckle up and hear about Nikon's NXG printer, which could kick off a generative manufacturing revolution, especially for
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@dylan522p
Dylan Patel
15 days
Over the next 2 months who Alex is able to poach is key. The critical measurement is how he onboards + reorgs the existing tons of talent at Meta to enable building super intelligence. It's a hard path but I think he'll navigate it well for Meta catch up to SOME extent.How much?.
@alexandr_wang
Alexandr Wang
16 days
My note to Scale employees today—
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@dylan522p
Dylan Patel
15 days
AMD is making big moves in winning over the neocloud ecosystem through their balance sheet. At the same time Nvidia is alienating many with DGX Lepton.MI355 is great perf per TCO againist HGX B200 but it is not rack scale unlike GB200 nvl72.MI355 is rack scale from temu dot com.
@SemiAnalysis_
SemiAnalysis
15 days
AMD Advancing AI: MI350X, MI400 UALoE72, MI500 UAL256.Rapid Software Improvement.Marketing RDF.AMD Fostering Neocloud.MI355 is not Rack Scale, MI400 is UALoE, Not UALink.
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@dylan522p
Dylan Patel
15 days
RT @rob_lh: @dylan522p on Transistor Radio: "I can be a professional, this is just a character I play for the podcast.". Dylan in his day j….
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@dylan522p
Dylan Patel
16 days
Team8 gave me Hot Ones hot sauce during my talk in the Keys at the CISO summit. Very cool event couple hundred Chief Information Security Officers who are very focused on AI risk in a real way, not the EA blah blah blah way.Claude unit test reward hacking was talked about a lot
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@dylan522p
Dylan Patel
17 days
Meta Scale AI deal is wild.Lotta folks are criticizing it.Multiple labs now backing away from Scale data.Meta fell behind despite lotta spend on compute + team + data.Snagging @alexandr_wang + crazy salaries for talent.Is it desperation or leadership?.What should they have done?.
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@dylan522p
Dylan Patel
17 days
RT @AnushElangovan: docker run --gpus now works on AMD. Ease of use is key. Thanks to Semi-Analysis team for the….
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@dylan522p
Dylan Patel
18 days
Mistral got hit by export restrictions again!.They couldn’t evaluate the latest DeepSeek and Qwen.I am risking being detained by going around export restrictions and checking the numbers on Qwen.TL;DR Qwen 4B is ~close to their model and the small 30B MoE is better, let’s not
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@MistralAI
Mistral AI
18 days
Announcing Magistral, our first reasoning model designed to excel in domain-specific, transparent, and multilingual reasoning.
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@dylan522p
Dylan Patel
20 days
RT @dylan522p: @cHHillee @willccbb If ~= O(MlogM + E), M = mantissa, E = exponent, then e5m2 and e4m3 should not save much power vs e3m2 an….
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@dylan522p
Dylan Patel
20 days
@aj_kourabi is learning so much so fast, he's such a cute little guy.
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