An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)
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Dwarkesh Patel / Dwarkesh Podcast: An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and Plus, why an H100 is worth today than 3 years ago - Dylan Patel, founder of SemiAnalysis, provides a deep dive …