Dylan Patel Glossary

Founder of SemiAnalysis; for the Dictionary, Patel is a key source on the physical bottlenecks behind AI scaling — logic, memory, and power — and therefore a useful corrective to frictionless software talk.

Dylan Patel is the founder of SemiAnalysis and one of the most useful public explainers of the physical stack underneath AI: chips, fabs, packaging, memory bandwidth, power delivery, data centers, and the economics connecting labs, hyperscalers, foundries, and equipment makers.

For this Dictionary, Patel matters because he drags AI conversation back into the material world. Language models can make intelligence feel like software. SemiAnalysis keeps reminding readers that frontier AI also depends on logic, memory, power, networking, land, cooling, fabs, and capital expenditure large enough to bend corporate strategy.

That makes Patel a natural source for Resource Visibility and Maps Are Not Weather. The model is not floating above physics. It is running on an industrial stack.

Reference interview: Dwarkesh Patel, “Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute” (March 13, 2026): https://www.dwarkesh.com/p/dylan-patel. YouTube version: https://youtu.be/mDG_Hx3BSUE.

See also

• SemiAnalysis
• Logic, Memory, Power
• Pre-buying the Physical Future
• Grid-share Shock
• Resource Visibility
• Hyperscaler
• Orbital AI Data Center
• Maps Are Not Weather

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