Dylan Patel on the GPU Shortage, Nvidia and the Deep Learning Supply Chain

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The Inside View

Michaël Trazzi

52 episodes

1 week ago

The goal of this podcast is to create a place where people discuss their inside views about existential risk from AI.

Technology

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The goal of this podcast is to create a place where people discuss their inside views about existential risk from AI.

Technology

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Dylan Patel on the GPU Shortage, Nvidia and the Deep Learning Supply Chain

The Inside View

12 minutes 22 seconds

2 years ago

Dylan Patel on the GPU Shortage, Nvidia and the Deep Learning Supply Chain

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