Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

T2Covered by 1 source · first reported by Podcasts: Practical AI / TWIML / No Priors / Dwarkesh at 13 Mar, 16:00 UTC

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…

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Sources

• T2Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI computePodcasts: Practical AI / TWIML / No Priors / Dwarkesh13 Mar, 16:00