Dylan Patel

2 weeks ago | mondaq.com | Mark Chapman |Dylan Patel

On 06 April 2025, the Digital Markets, Competition and Consumers Act2024 ("the DMCCA") comes into effect. It's nowcritical that businesses inspect their consumer obligations,especially with regards to customer reviews and pricingdisplays. The punishments for non-compliance can beseverely detrimental to businesses, with the Competitions andMarkets Authority ("the CMA") being granted new powers tofine businesses £300,000 for non-compliance, or 10% of globalannual turnover—whichever is higher.

2 months ago | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Daniel Nishball |Reyk Knuhtsen

Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable design changes that Datacenter developers planning future sites must consider. We previously covered the Electrical system of Datacenters and how the rise of Generative AI is impacting datacenter design and equipment suppliers.

2 months ago | semianalysis.com | Jeff Koch |Dylan Patel

The semiconductor industry isn’t built on overnight breakthroughs. It’s built on large leaps of progress, compounding year after year, at a higher rate than probably any other industry in history. The International Electron Device Manufacturing conference IEDM is one of the key venues where chipmakers can show off this progress. Paper topics range from commercially relevant, those that could eventually be, and others that probably won’t be but are interesting technology anyways.

2 months ago | semianalysis.com | Dylan Patel |AJ Kourabi |Doug O'Laughlin |Reyk Knuhtsen

DeepSeek took the world by storm. For the last week, DeepSeek has been the only topic that anyone in the world wants to talk about. As it currently stands, DeepSeek daily traffic is now much higher than Claude, Perplexity, and even Gemini. But to close watchers of the space, this is not exactly “new” news. We have been talking about DeepSeek for months (each link is an example). The company is not new, but the obsessive hype is.

2 months ago | exponentialview.co | Azeem Azhar |Jasmine Sun |Dylan Patel |Steven Sinofsky

My WhatsApp exploded over the weekend as we received an early Chinese New Year surprise from DeepSeek. The Chinese AI firm launched its reasoning model last week, and analysts belatedly woke up to it. The firm’s consumer app jumped to number 1 in the Apple AppStore and American stock markets, overly indexed on big tech, are taking a pounding. We’ve been tracking DeepSeek for a while.