Dylan Patel, chief analyst at SemiAnalysis, highlights the rarity of NVIDIA's market success relative to the founding dates of traditional semiconductor giants.
“It's the only semiconductor company that's worth, you know, I think even north of ten billion dollars that was founded as late as it was. Like MediaTek was in the early nineties and then Nvidia and everyone else is like from the seventies mostly.”
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More from Dylan Patel
Disclosure
Patel advised Intel board member Lip-Bu Tan to fire an executive
“I explicitly told Lip Bhutan. He had never talked to the guy because it was like four layers down. The company has like absurd amounts of hierarchy. It's like four layers down. He goes and talks to the guy and he's out, right?”
Dylan PatelAug 18, 2025▶ 53:08Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
PredictionOpen · timeframe Aug 2028
Patel: Intel faces bankruptcy without massive cash infusion or 50% layoffs
“Intel is literally gonna go bankrupt if they don't have a big cash infusion, or they lay off, like, half the company, right?”
Dylan PatelAug 18, 2025▶ 54:40Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Opinion
Dylan Patel: Intel is crawling to NVIDIA in a full-circle reversal
“It's kind of poetic that everything's gone full circle and Intel's sort of crawling to NVIDIA.”
Dylan PatelSep 22, 2025▶ 1:49Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
PredictionNot checkable as stated
Patel: China Will Pause NVIDIA Bans During AI Chip Capacity Gap
“I think they'll be able to ramp. I think it'll take a little bit longer and there will be, like, a sort of a gap in between where China probably backtracks and says it's fine.”
Dylan PatelSep 22, 2025▶ 12:10Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Opinion
Patel: Apple has lacked visionary innovation under Tim Cook for a decade
“The reason why Apple hasn't done anything interesting in like, you know, nearly a decade is, is, you know, they've got a not visionary at the head. Tim Cook's greatest supply chain. And they're just plowing the money into buybacks.”
Dylan PatelSep 22, 2025▶ 53:50Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
AssertionPartly supported
Patel: OpenAI signed up to pay Oracle $80+ billion annually
“With OpenAI, it's not, and so there's gotta be some, like, error bars as you go further out in terms of, like, Will OpenAI exist in 28, 29 30, and will they be able to pay the 80 plus billion dollars a year that they've signed up to Oracle with, right?”
Dylan PatelSep 22, 2025▶ 1:13:08Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
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