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Satirical cartoon: a young newsletter writer types at a 'SemiAnalysis' laptop while two looming tech CEOs — Microsoft pin, NVIDIA pin — read his newsletter over his shoulders; dossiers labeled GPUs, FOUNDRIES, EXPORTS, ROADMAPS stack beside a sleeping cat.
ZIMBO'S TAKE“THE NEWSLETTER BOTH SIDES CITE”

Dylan Patel

SATYA SUBSCRIBED. JENSEN CITED HIS WORK.

Generated editorial portrait of Dylan Patel in the unified mugshot-v2 dossier style.
UPDATED Oct 3, 2026

THE DEAL

Patel started SemiAnalysis as a solo semiconductor newsletter, then followed the AI boom down the stack: HBM shortages, CoWoS bottlenecks, datacenter power, 300-plus local moratoriums.

SOURCES: SemiAnalysisSemiAnalysisSemiAnalysisSemiAnalysisSemiAnalysis

AT A GLANCE

EDUCATION
University of Georgia · Data analytics, risk management, and legal studiesThe Information

THE ARCHIVE

History · cartoons · headlines
THE TIMELINE6 sourced events

FROM SOLO NEWSLETTER TO 5,000-DATACENTER MODEL

Patel started SemiAnalysis as a solo semiconductor newsletter, then followed the AI boom down the stack: HBM shortages, CoWoS bottlenecks, datacenter power, 300-plus local moratoriums. Today it's a research shop whose Datacenter Industry Model tracks 5,000-plus facilities off permits, power data, FOIA filings, and satellite imagery — the physical machinery beneath AI, down to the paperwork.

  1. 2020

    SEMICONDUCTOR NERD STARTS A SOLO NEWSLETTER

    SemiAnalysis says Patel founded the project in 2020 and built it from a solo venture into a research firm covering the semiconductor supply chain, cloud infrastructure and machine learning.

    SOURCES: SemiAnalysisfirst-party

  2. Jul 5, 2023

    THE AI BOOM BECOMES A PACKAGING AND MEMORY PROBLEM

    SemiAnalysis published detailed estimates of H100 supply constraints and the CoWoS and high-bandwidth-memory bottlenecks limiting AI accelerator production.

    SOURCES: SemiAnalysisfirst-party

  3. Mar 13, 2024

    HE FOLLOWS THE CHIPS ALL THE WAY TO THE POWER GRID

    Patel and colleagues argued that AI growth was increasingly constrained by datacenter capacity, power generation and the logistics of deploying huge GPU clusters.

    SOURCES: SemiAnalysisfirst-party

  4. Jun 30, 2025

    THE NEWSLETTER STARTS MAPPING THE AI CLOUD WAR SITE BY SITE

    SemiAnalysis used its datacenter research to analyze Oracle’s role in Stargate, OpenAI infrastructure and large AI campuses, tying corporate strategy directly to physical capacity.

    SOURCES: SemiAnalysisfirst-party

  5. 2026

    FIVE THOUSAND DATACENTERS GO INTO THE MODEL

    SemiAnalysis’s Datacenter Industry Model tracks more than 5,000 facilities using permits, property records, power data, FOIA material and satellite imagery to estimate where AI capacity actually exists.

    SOURCES: SemiAnalysisfirst-party

  6. Sep 15, 2026

    THEN THEY MAP 300-PLUS DATACENTER MORATORIUMS

    Patel and colleagues mapped more than 300 local datacenter restrictions and estimated how much planned capacity was actually delayed, turning a political argument into a facility-level reporting project.

    SOURCES: SemiAnalysisfirst-party

KNOWN ASSOCIATES1 other files