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Dylan Patel on the GPU Shortage, Nvidia and the Deep Learning Supply Chain
Manage episode 373812781 series 2966339
Content provided by Michaël Trazzi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michaël Trazzi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
55 episodes
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Manage episode 373812781 series 2966339
Content provided by Michaël Trazzi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michaël Trazzi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
55 episodes
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continue reading
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