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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.

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