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Dylan Patel on Dwarkesh: Logic, Memory, Power — The 3 Hard Limits on AI Scaling
In a 2.5-hour Dwarkesh Podcast episode released March 13, SemiAnalysis founder Dylan Patel mapped the three physical bottlenecks constraining AI compute: logic (lithography complexity and chip design ceiling), memory (HBM3/4 supply chain constraints limiting bandwidth), and power (grid capacity and data center buildout timelines). The episode covers the full economic stack from AI labs to hyperscalers to foundries to fab equipment manufacturers—essential context for evaluating which scaling predictions are grounded in supply chain reality.
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