Inside SemiAnalysis: the research firm guiding a $1T AI infrastructure buildout
AccBalanced · x · 2026-09-21
A Substrate profile of Dylan Patel traces how SemiAnalysis grew from a newsletter into the intelligence machine steering the trillion-dollar AI infrastructure buildout. Jensen Huang cited its inference benchmark at GTC; Lisa Su called the team for 90 minutes after its MI300X teardown; Zuckerberg, Nadella and Altman are readers. Revenue is projected to top $100M this year, built on Slack-sourced supply chain intel like CoWoS volumes — and on chasing where the AI labs' combined $3T ARR actually comes from.
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