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Tagged: blackwell
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Ai · Hardware · Enterprise
NVIDIA
NVIDIA is an American technology company that designs graphics processing units (GPUs) and the accelerated-computing platforms built around them. Founded in 1993 to chase realistic 3D graphics for video games, it turned its parallel-processing chips and the CUDA software layer into the dominant engine of the modern AI boom. Today its data-center systems train and run most of the world's large AI models, and the company sits at the center of the semiconductor industry with a market value above $5 trillion.
nvidia · gpuRead →
Founder · Journalist · Engineer
Dylan Patel
Dylan Patel is the founder and chief analyst of SemiAnalysis, a boutique AI infrastructure research and consulting firm he started as a solo blog on his 24th birthday. Growing up working night shifts at his immigrant parents' motel in rural Georgia, he taught himself semiconductor analysis while toggling between RuneScape and chip-geek forums. Today SemiAnalysis has 85+ employees, 260,000+ subscribers, and is on track to surpass $100 million in revenue in 2026 - making Patel one of the most influential voices in AI infrastructure, cited by Jensen Huang at GTC and referenced by Sam Altman.
semiconductors · ai-infrastructureRead →