Dylan Patel: NVIDIA’s New Moat & Why China is “Semiconductor Pilled” Channel: The MAD Podcast with Matt Turck85K views • 19/02/2026Related VideosAI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad GerstnerDylan Patel — The single biggest bottleneck to scaling AI computeWhy Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysisDylan Patel in conversation with Supermicro CBO Vik Malyala │ Building AI at Scale
