The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?
In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy.
We discuss:
- Why simply copying NVIDIA won’t work, and what it takes to beat themHow custom silicon from Google, Amazon, and Meta could reshape the marketThe economics of AI model launches and the shift toward cost efficiencyInfrastructure bottlenecks: power, cooling, and the global supply chainThe rise of AI silicon startups and the challenges they faceExport controls, China’s AI ambitions, and geopolitics in the chip raceBig tech’s next moves: advice for leaders like Jensen Huang, Sundar Pichai, Mark Zuckerberg, and Elon Musk
Resources:
Find Dylan on X: https://x.com/dylan522p
Find Erin on X: https://x.com/espricewright
Find Guido on X: https://x.com/appenz
Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/
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