Dylan Patel

Posting a factual analysis of what the regulations do including being regulatory capture by Microsoft against many competitors, hurtintg Oracle significantly, the unintended/intended negative externalities Chinese datacenters in Malaysia are what these rules are designed to stop

@CavetoCreation @jordanschneider @SemiAnalysis_ It's illegal generally. You didn't see the executive order?

We breakdown what the OpenAI Stargate Joint Venture is including the winners and lowers, and where the money actually comes from? We also have estimates for the breakdown of costs for the clusters and sizing.

Rick and Morty is for underachieving "gifted students" who are actually midwits and get high too much

Elon's jet is in Florida. Global Foundries jet is in Florida. Qualcomm's jet is in Florida. In case anyone was wondering what's going on with Intel... They are at Mar-a-Lago. Make America Great Again can only be true if Intel is saved.

Nvidia will be a robotics company at the end of the day, not just semiconductor. Few understand the moves they are doing at the lowest level from manufacturing up to software. Classic extend embrace extinguish. They are going to sell robots and this is from Jensen straight up

@lithos_graphein @fabknowledge So cute tbh https://t.co/Jh5KG4MKPR

Huge depth and breath from the team on covering the Earth shattering AI Diffusion regulations Huge impacts globally All the coverage on this has been shallow, but we quantified + dove into actual impacts Also easter egg for my twitter folks in the very last line of piece, IYKYK

Apparantly yesterday Jensen was kinda pissed and downed 3 scotches on stage at their event last night for AI in Healthcare lmfao Note this is hearsay, I wasn't there cause reading regs

2 of my last 3 Ubers have played Nocturne no. 2 in e-flat major op. 9 no. 2 We are so back https://t.co/i4kzo5AML3

@ZekeGeiss Jax good just use lot less outside 3 major labs.

Imagine if Huawei Ascend 910B and 910C has better backend that is more well integrated into PyTorch than AMD https://t.co/ag6wZPkZaP

@typo_female Its actually only good if you divide by 8 cause sparsity factor is large

The US Government to provide *checks notes* one quarter of MSFT CapEx to build new DCs Would be much better off going to fabs where the US isn't gaining much share vs DCs where all we need is deregulation to keep the US ahead. https://t.co/yVfptUTce4 To be clear it's just bunch a rando foreign folks saying they will invest in US DCs, not the US Govt.

@chrisprucha https://t.co/vlQNXDFiJ1

N2 wafers take ~14 weeks to be fabricated across thousands of steps + couple months for packaging assembly The absolute soonest a product can come out with N2 is ~Q2 2026 Apple has always known/planned chips codenamed Theras, Tilos, Hidra, Sotra, Baltra, Isonoe to be N3P 2/4 Apple will release their first products with N2 in 2026, on schedule, as planned They are increasing use of N-1 nodes with SoIC in their high end APs to keep costs down despite large wafer price increases Apple's focused on wide IO copackaged memory to keep perf gains going 3/4 Nvidia and Qualcomm have no faith in Samsung Samsung is~3 years behind TSMC in PPA at this po…

Probably the worst podcast ever recorded We praised Deepseek V3 and dispelled misunderstandings of it, but also a lot of unhinged topics like Lebanese origin of Al Pastor, shawarma, Doner kebab Healthy doses of microplastics @fabknowledge @asianometry https://t.co/CqYX099jIR

@AnolYugos @highyieldYT @damageboy @fabknowledge @asianometry Stacking meat on a spit, and roasting it from one side, thinly slicing it, then putting it inside a flat bread. That's Lebanese first, and as it has moved around the globe, it evolved with modifications.

@AnolYugos @highyieldYT @damageboy Actually it's Lebanese before that. Cc @fabknowledge @asianometry

Huahong, the 2nd largest Chinese foundry just made Dr. Peng Bai the President Dr. Bai is the real deal Intel for 31 years, including CVP in charge of Logic Technology Development for multiple nodes He managed Intel's D1C R&D Fab Was pushed out in end by being put on supply chain

Correction. Doner Kebab is Al Pastor. I don't make the rules. https://t.co/bZjKVMJkYr

Google Photos review just cooked me unbelievablely hard Got her a car though few days ago though Next year Google Photos better be featuring my future wife https://t.co/0HFRgFgccT

The most hilarious part of the study isn't that all the Whole Foods Organic veggies & meat are plastic ridden Its that Sour Patch Kids + microwavable Kraft Mac & Cheese were among the least plastic containing foods 6 year old kid diets are totally vindicated vs Whole Foods Maxies

Prolly the most dog shit take on Twitter in the last week

@alasoyokimi @JeffDean They've been offering it, but most their awesome internal infra software isn't available, so actually using it efficiently is still tough

A friend just showed me her family group chat She has 2 sisters + her mom dad The dad is so freaking precious Man's replies to every single message his 3 daughters send He doesn't know how group chats work, he just wants to talk to his daughters 🥹 Goals tbh

Merry Christmas, present for yall Shortest post we've done in like months, but information dense Challenges the BS narrative around inference Covers some major supply chain shifts Also Meta helped me make toy Jensen into Santa Huang, and the memes flow through out. Do you think Jensen says Merry Christmas, Merry xmas, or Happy Holidays internally today? https://t.co/nE3Bw7EeOn

Met with @LisaSu today for 1.5 hours as we went through everything She acknowledged the gaps in AMD software stack She took our specific recommendations seriously She asked her team and us a lot of questions Many changes are in flight already! Excited to see improvements coming

It's so over Paul Triolo @pstAsiatech First firms that pay him to push CCP agenda like Huawei + WuXi Bio are sanctioned Then he's kicked out of Center for Strategic & International Studies @CSIS Now, Justice dept is fixing Foreign Agents Registration Act https://t.co/Lt6mMAyXQs

"At first you go reasoning slowly, then all at once." - Noam Browningway