AI NEWS PAGE DOSSIER
Dylan Patel
Dylan Patel's file: SemiAnalysis, chips, supply chains, GPUs, datacenters, and the independent researcher counting the physical machinery underneath the AI story.
Patel started SemiAnalysis as a solo semiconductor-analysis project, then followed the AI boom down into the physical stack: advanced packaging, HBM, accelerator shortages, datacenter power and individual facilities. The newsletter evolved into an independent research shop selling models of the machinery beneath AI.
HOW THE HELL DID DYLAN PATEL GET HERE?
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.
RECEIPTS: SemiAnalysisfirst-party
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.
RECEIPTS: SemiAnalysisfirst-party
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.
RECEIPTS: SemiAnalysisfirst-party
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.
RECEIPTS: SemiAnalysisfirst-party
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.
RECEIPTS: SemiAnalysisfirst-party
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.
RECEIPTS: SemiAnalysisfirst-party