迪伦·帕特尔Dylan Patel

Built SemiAnalysis from a newsletter into the outlet the semiconductor industry reads before its own internal decks: supply-chain teardowns, fab capacity and yield estimates, datacenter power build-outs, and cost-per-token models that labs quietly benchmark against. Reporting that moved markets includes the Google memo on open-source models, GPU cluster inventories across the major labs, and the running argument that inference economics, not training runs, decide who survives. Sits closer to the raw numbers than almost any public analyst, which is why his estimates keep becoming the default numbers everyone else cites.