Show Notes
Dylan Patel is Chief Analyst at SemiAnalysis a boutique semiconductor research and consulting firm specializing in the semiconductor supply chain from chemical inputs to fabs to design IP and strategy. The SemiAnalysis substack has ~50,000 subscribers and is the second biggest tech substack in the world. In this interview we discuss the current GPU shortage, why hardware is a multi-month process, the deep learning hardware supply chain and Nvidia's strategy.
Youtube: https://youtu.be/VItz2oEq5pA
Transcript: https://theinsideview.ai/dylan
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