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What Dylan Patel thinks about energy

@dylan-patel · 50 positions · 0 changes of mind

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

Dylan Patel did not write this page.

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3 dated positions, 2025 to 2026, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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  1. Our readingSpace data centres solve the wrong problem, because the contended resource is chips rather than energy, and that will not change this decade.

    Their wordsSo, space data centers effectively are not li limited by, you know, hey, we have this energy advantage. It's actually just limited by the same contended resource. We can only make 200 gawatts of chips a year by the end of the decade.

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 24th of 28 in this recording

    data centers

    Interesting
  2. 13 months earlier

  3. Our readingThe copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data.

    Their wordsSo, Japan has a law which you're allowed to train on any training data and copyrights don't apply if you want to train a model, A. B, Japan has 9 gigawatts of curtailed nuclear power. C, Japan is allowed under the AI diffusion rule to import as many GPUs as they'd like.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 31st of 44 in this recording

    semiconductorsnuclear powerJapan

    Interesting

  5. Our readingThe bottleneck on America's AI buildout is transmitting power, not generating it: in parts of the US, moving electricity costs more than making it.

    Their wordsInteresting thing is certain regions of the US transmitting power cost more than actually generating it because the grid is so slow to build. And the demand for power, and the ability to build power, and re-ramping on a natural gas plant or even a coal plant is easy enough to do, but transmitting the power's really hard.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 33rd of 44 in this recording

    America

    Interesting