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)

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 more  —  Plus, why an H100 is worth more today than 3 years ago  —  Dylan Patel, founder of SemiAnalysis, provides a deep dive …