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496 How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

The Information
Abram Brown @ The Information · 04/17/2026 12:05 EDT

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings. His information mongering is so relentless that he sometimes irritates the company, which he said once blacklisted him from its events for a short time after he published some of what Nvidia wou

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