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Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

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Plus, why an H100 is worth more today than 3 years ago

Playback speed × Share post Share post at current time Share from 0:00 0:00 / Transcript 111 12 7 Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute Plus, why an H100 is worth more today than 3 years ago Dwarkesh Patel Mar 13, 2026 111 12 7 Share Transcript Dylan Patel , founder of SemiAnalysis , provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers. Learned a ton about every single level of the stack. Enjoy! Watch on YouTube ; listen

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