Dylan Patel

Person

Analyst at SemiAnalysis known for forecasting semiconductor and AI compute trends.


First Mentioned

9/21/2026, 3:31:54 AM

Last Updated

9/21/2026, 3:32:47 AM

Research Retrieved

9/21/2026, 3:32:47 AM

Summary

Dylan Patel is a member of the American online video creator collective RDCWorld, also known as Real Dreamers Change the World. This group, founded by Mark Phillips and Affiong Harris, is based in Texas and includes Leland Manigo, Desmond Johnson, Benjamin Skinner, and Johnathon Newton. RDCWorld is recognized for its comedy videos on YouTube that cover topics such as anime, sports, video games, internet memes, and popular culture. In addition to his role in RDCWorld, Dylan Patel is associated with SemiAnalysis, where his forecasts regarding the significant energy consumption required for AI have been noted.

Research Data
Extracted Attributes
    RDCWorld

    RDCWorld (or alternatively spelled RDC World), short for Real Dreamers Change the World or Real Dreams Change the World, is an American collective of online video creators based in Texas. The group was founded by Mark Phillips and Affiong Harris. Also composed of members Leland Manigo, Desmond Johnson, Benjamin Skinner, Dylan Patel, and Johnathon Newton, the group is best known for its YouTube comedy videos relating to anime, sports, video games, Internet memes, popular culture, and viral memes. The group's flagship RDCworld1 channel was registered on YouTube in 2012; as of January 2026, it has amassed over 1.85 billion video views and 7.24 million subscribers.

    Web Search Results
    • Dylan Patel: Bio, Work & Ideas | AI Engineer

      AI Engineer ← All speakers ## On this page Bio, Work & Ideas # Dylan Patel Conference affiliation: SemiAnalysis · 2026 On this page Dylan Patel is the founder, chief executive, and chief analyst of SemiAnalysis, the semiconductor and AI-infrastructure research firm he started building in 2020. He analyzes the physical and financial foundations of advanced artificial intelligence: accelerator architectures, memory bandwidth, networking, chip manufacturing, electricity, and the economics of operating enormous computing clusters. ## An unconventional route into chips [...] ## The Geopolitics of AI Infrastructure SemiAnalysis founder Dylan Patel examines AI infrastructure as a geopolitical contest spanning China, the United States, and the Middle East. He compares Huawei Ascend and CloudMatrix architectures with NVIDIA Blackwell and NVLink systems, discusses semiconductor manufacturing, high-bandwidth memory, and export-control exposure, then considers Middle… Dylan Patel Infrastructure and deployment · Architecture · Industry applications ## References ai.engineer/talks/compute-system-design-for-next-generation-frontier-models ↗ ai.engineer/talks/the-geopolitics-of-ai-infrastructure ↗ ai.engineer/worldsfair/2026 ↗ ai.engineer/worldsfair/2025 ↗ ai.engineer/worldsfair/2024 ↗ [...] ## 2conference talks AI Engineer World's Fair 202418:29 ## Compute & System Design for Next Generation Frontier Models SemiAnalysis founder Dylan Patel examines the infrastructure required to serve increasingly capable frontier models, contrasting compute-intensive prompt prefill with bandwidth-intensive token decoding. He discusses Llama 405B deployment, vLLM, TensorRT-LLM, continuous batching, disaggregated prefill, accelerator contention, service reliability, context… Dylan Patel RAG, context, and search · Observability and reliability · Infrastructure and deployment AI Engineer World's Fair 202518:29 ## The Geopolitics of AI Infrastructure

    • Dylan Patel: Founder, CEO, and Chief Analyst, SemiAnalysis

      Skip to content SemiAnalysis Institutional Log in ## Dylan Patel #### Founder & CEO, SemiAnalysis Dylan is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry. ## Dylan Patel #### Founder, CEO, and Chief Analyst, SemiAnalysis [...] #### Founder, CEO, and Chief Analyst, SemiAnalysis Dylan is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry. ## Articles by Dylan Patel: ## xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise [...] By Dylan Patel and Daniel Nishball ## GPT-5 Set the Stage for Ad Monetization and the SuperApp ## How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries By Doug OLaughlin , Dylan Patel , Wei Zhou and AJ Kourabi ## Scaling the Memory Wall: The Rise and Roadmap of HBM ## HBM4, Custom Base Die, Shoreline Expansion, Process Flow, China Domestic Production, Samsung Qualification By Dylan Patel , Myron Xie , Tanj Bennett , Ivan Chiam and Jeff Koch ## Robotics Levels of Autonomy

    • Dylan Patel - Founder, CEO, and Chief Analyst ...

      Dylan Patel is based out of San Francisco and is the Founder, CEO, and Chief Analyst of SemiAnalysis. Dylan Patel attended the University of Georgia.

    • Dylan Patel — Deep dive on the… - Dwarkesh Podcast - Apple Podcasts

      Dwarkesh Podcast March 13 # Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute Dwarkesh Podcast Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers. Learned a ton about every single level of the stack. Enjoy! Watch on YouTube; read the transcript. Sponsors \ Mercury has already saved me a bunch of time this tax season. Last year, I used Mercury to request W-9s from all the contractors I worked with. Then, when it came time to issue 1099s this year, I literally just clicked a button and Mercury sent them out. Learn more at mercury.com.

    • Dylan Patel of SemiAnalysis on the $200B AI CapEx, Chip Wars, and Why Google Might Have No Profits in 2027 — In-Context Cooking

      # Dylan Patel of SemiAnalysis on the $200B AI CapEx, Chip Wars, and Why Google Might Have No Profits in 2027 — In-Context Cooking We’re excited to announce our new show In-Context Cooking where guests cook while chatting about cool topics. For our first episode, we have the Founder & CEO of SemiAnalysis Dylan Patel. Dylan went from anonymous Silicon Twitter chip poster and rural Georgia beekeeper to one of the most cited analysts in AI infrastructure, advising top labs, hyperscalers, hedge funds, and semiconductor giants while tracking everything from GitHub commit share to semiconductor fab bottlenecks. This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber. [...] ## Transcript [00:00:00] Dylan Patel: I’m not crying because of the, because of the AI [00:00:03] researchers leaving. I’m crying because Run. I promise. I swear to God, if [00:00:06] Uncle Roger finds this video, I’m gonna cry. It’s about to be [00:00:09] sweeter than Pan to express. [00:00:12] Wait, what do you vote? What do you vote? [00:00:15] [00:00:15] Allen Park: Hey guys. Welcome to In-Context Cooking, where we [00:00:18] take one dish, taste it, and try to recreate it with [00:00:21] minimal health. Today we have a very special guest. [00:00:24] The founder and CEO of semi analysis is Dylan [00:00:27] Patel. Welcome, Dylan. [00:00:27] Dylan Patel: Hello. Thanks for having me.