Dylan Patel
Founder and Chief Analyst, SemiAnalysis
Dylan Patel is the founder, CEO and chief analyst of SemiAnalysis, a research and advisory firm covering semiconductors and AI infrastructure that he began building in 2020. His work covers the chip supply chain, cloud ecosystems, accelerator architectures and the economics of large computing clusters.
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NVIDIA Announces CEO Transition: Colette Kress Named Interim CEO
Official NVIDIA announcement that founder Jensen Huang has stepped down as chief executive and board member after 33 years, with longtime CFO Colette Kress appointed interim CEO.
Why this: Also about semiconductors
Nvidia Privately Confirmed It Could Track Chips to Fight Smuggling (MIT Technology Review)
Investigative report revealing that Nvidia representatives privately informed US lawmakers that hardware anti-smuggling location verification proposed in the Chip Security Act is technically feasible.
Why this: Also about semiconductors
State of Markets II
a16z's second annual State of Markets report by David George, released September 30, 2026, with 100+ charts covering equity markets and tech for the first half of 2026. The post highlights tech's rise as the dominant force in capital markets — contributing roughly 76% of S&P 500 earnings growth in 2026 — and the rotation from software to hardware, as the AI buildout drives demand for semiconductors, power, and networking, funded by hyperscaler profits and increasingly by debt. Free to read on a16z's Substack.
Why this: Also about semiconductors