Dylan Patel

I'm the founder, CEO, and chief analyst of SemiAnalysis, the research firm I built from a one-person blog into the shop hyperscalers, chip makers, and investors turn to for how AI infrastructure actually gets built and paid for.

I grew up in small-town Georgia, taught myself hardware through years on forums, and even spent eighteen months as a beekeeper before any of this looked like a career. What ties it together is a stubborn need to trace a claim back to the silicon, the supply chain, or the spreadsheet behind it. Ask me about what's really driving the cost of AI compute.