Saturday, March 14, 2026

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 …



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Memo: the Army CIO reinstates limits on Army members' AI token usage; docs show the DOD's Ask Sage tool can access 100M tokens via an annual "enterprise pack" (Vittoria Elliott/Wired)

Vittoria Elliott / Wired : Memo: the Army CIO reinstates limits on Army members' AI token usage; docs show the DOD's Ask Sage too...