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AI capex hits 5-6% of GDP and demand still outruns supply

SemiAnalysis's Dylan Patel and Jordan Nanos on whether $2 trillion of AI capex can pay back, Nvidia's $588 billion of backstops and neocloud security failures.

Published 23 Oct 2026Free

Anthropic and OpenAI will absorb half of new compute by 2027

SemiAnalysis founder Dylan Patel tells Dwarkesh Patel how lab economics reshape compute markets, why rising interest rates and regulation could cap the buildout, and how far behind China is.

Published 22 Oct 2026Free