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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast : An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI ...

14 March 2026

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast:
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more  —  Plus, why an H100 is worth more today than 3 years ago  —  Dylan Patel, founder of SemiAnalysis, provides a deep dive …

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An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now playing out in Iran (Katrina Manson/Bloomberg)

Katrina Manson / Bloomberg:
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now playing out in Iran  —  An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran.

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Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows daily traffic down ~20% since March 5 vs. the previous month (Anastasia Stognei/Financial Times)

Anastasia Stognei / Financial Times:
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows daily traffic down ~20% since March 5 vs. the previous month  —  Outages mark new phase in government campaign against internet freedom  —  Moscow is experiencing mass mobile internet blackouts …

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Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses (Caroline Haskins/Wired)

Caroline Haskins / Wired:
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses  —  Software demos and Pentagon records detail how chatbots like Anthropic's Claude could help the Pentagon analyze intelligence and suggest next steps.

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A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation (American Medical Association)

American Medical Association:
A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation  —  CHICAGO — New research from the American Medical Association's Center for Digital Health and AI shows that physicians' adoption …

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Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds (Timmy Shen/The Block)

Timmy Shen / The Block:
Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds  —  Quick Take  — MetaComp, a digital finance infrastructure provider, said it has raised a total of $35 million across two Pre-A funding rounds completed within three months.

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The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period (Jen Judson/Bloomberg)

Jen Judson / Bloomberg:
The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period  —  The US Army has awarded Anduril Industries a contract with a total value of as much as $20 billion to buy the defense startup's software …

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A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February (Karen Freifeld/Reuters)

Karen Freifeld / Reuters:
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February  —  The U.S. Department of Commerce on Friday withdrew a planned rule on AI chip exports, according to a government website.

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Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 (Reuters)

Reuters:
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31  —  Meta (META.O) is planning sweeping layoffs that could affect 20% or more of the company, three sources familiar with the matter told Reuters …

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A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules he can still make his case to a jury (George Hammond/Financial Times)

George Hammond / Financial Times:
A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules he can still make his case to a jury  —  California court questions billionaire's expert witness but declines to exclude the testimony from April trial

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