$12B of US ratepayers’ money wasted on a modeling mistake and PJM wants to do it again

​American Grid design needs an overhaul, Why it is good to be full of cold air. ​Read More

Dylan Patel is the founder and chief analyst of Semianalysis, a research firm and newsletter focused on semiconductors, AI infrastructure and the global chip supply chain. He is widely cited for his deep technical insight into GPU markets, hyperscaler strategy and the economics of advanced computing.