PERSON DIRECTORY
Dylan Patel
Host of SemiAnalysis. Dylan Patel appears in 14 indexed conversations across Dwarkesh Podcast, Invest Like the Best, SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
Alex KantrowitzDylan PatelJordan Nanos
SemiAnalysis estimates next-year US AI infrastructure spending near $2 trillion, or 5–6% of a $30-trillion-plus economy, including capacity for overseas inference demand.Hyperscaler capex grew 116% year over year in Q3 2026, but demand exceeds supply; returns depend on six-year GPU and 15-year data-center lives, while neo-cloud security and internal model use remain risks.