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[@dylan522p](/creator/twitter/dylan522p)
"Can I say something without people getting mad"  
[X Link](https://x.com/dylan522p/status/1978944878466740492) [@dylan522p](/creator/x/dylan522p) 2025-10-16T22:03Z 101.1K followers, 125.7K engagements


"Many months Microsoft Maia in 18A was a possibility being pursued but not anymore. We have Griffin and the various process nodes / die sizes / system architecture in the Accelerator Model"  
[X Link](https://x.com/dylan522p/status/1979236688468881488) [@dylan522p](/creator/x/dylan522p) 2025-10-17T17:22Z 101.1K followers, 72.6K engagements


"Why the is Micron talking up their HBM3 They can't even do top bin HBM2E properly. Look at the parts their HBM2E ships in not the highest GT/s available. Also higher share than DRAM in 2025 GTFO of here no packaging skills or even enough tool orders in. $MU"  
[X Link](https://x.com/dylan522p/status/1674209554744356870) [@dylan522p](/creator/x/dylan522p) 2023-06-29T00:13Z 101.1K followers, 65.7K engagements


"The year is 2035 AI robots have killed XX% of humanity The only X co's left are Marvell + AICHIP Mfg Co China Half of mankind just lost XX% of net worth worth as MRVL confirmed telepathically it lost Trainium v42 to AICHIP The other half made XX% on AICHIP bet it was priced in"  
[X Link](https://x.com/dylan522p/status/1897436641272213584) [@dylan522p](/creator/x/dylan522p) 2025-03-05T23:58Z 101.1K followers, 83.2K engagements


"Going to be dropping something huge in XX hours I think it'll reshape how everyone thinks about chips inference and infrastructure It's directly supported by NVIDIA AMD Microsoft OpenAI Together AI CoreWeave Nebius PyTorch Foundation Supermicro Crusoe HPE Tensorwave VLLM SGLang etc If you are press please sign up below and we can send you embargo'ed details Sign up with ur press email or you wont get it"  
[X Link](https://x.com/dylan522p/status/1976063552851935512) [@dylan522p](/creator/x/dylan522p) 2025-10-08T23:13Z 101.1K followers, 640.1K engagements


"All results and such can be accessed at And the code and everything is open sourced here Methodology and explanation of results are here"  
[X Link](https://x.com/dylan522p/status/1976424388368195774) [@dylan522p](/creator/x/dylan522p) 2025-10-09T23:07Z 101.1K followers, 89.1K engagements


"Hock Tuah and Charlie CoWoS"  
[X Link](https://x.com/dylan522p/status/1977772815526093054) [@dylan522p](/creator/x/dylan522p) 2025-10-13T16:25Z 101.1K followers, 33.4K engagements


"SemiAnalysis team at OCP"  
[X Link](https://x.com/dylan522p/status/1977953026284703895) [@dylan522p](/creator/x/dylan522p) 2025-10-14T04:22Z 101.1K followers, 37.9K engagements


"When we came up with neocloud we were internally calling it shit clouds They've grown up a lot They all wanna be hyperscalers but we like to call them diaperscalers"  
[X Link](https://x.com/dylan522p/status/1978936756381663455) [@dylan522p](/creator/x/dylan522p) 2025-10-16T21:31Z 101.1K followers, 46.9K engagements


"Call me Lee Sedol cause I got move XX with these hoes"  
[X Link](https://x.com/dylan522p/status/1979428057263018277) [@dylan522p](/creator/x/dylan522p) 2025-10-18T06:03Z 101.1K followers, 39.7K engagements


"People never talk about how stupid Intel's divestiture of WiFi Home Gateway was. Maxlinear literally made back the purchase price in XXX years. Crazy IRR for $MXL Then again $INTC ran it with a ton of bloat and $MXL is a pretty good operator"  
[X Link](https://x.com/dylan522p/status/1654794276281241603) [@dylan522p](/creator/x/dylan522p) 2023-05-06T10:24Z 101.1K followers, 10.6K engagements


"@whereswei @cloneofsimo Consult with my future wife on this and lmk pls The face lotions always are too weak. Lubriderm body lotion on face is the best"  
[X Link](https://x.com/dylan522p/status/1942782461403857145) [@dylan522p](/creator/x/dylan522p) 2025-07-09T03:06Z 101.1K followers, XXX engagements


"InferenceMAX shows how stupid people are They pretend stuff without looking at the data We have cost per token reflecting AMD lower TCO We have models that favor AMD GPT OSS Accelerator model clients had 2027 MI450X sales at 27B X months ago Number is different now ofc"  
[X Link](https://x.com/dylan522p/status/1976692462912782835) [@dylan522p](/creator/x/dylan522p) 2025-10-10T16:53Z 101.1K followers, 58.2K engagements


"Tbh didn't even know this was a big deal. I thought everyone knew Alibaba Megaspeed We've had them in the accelerator model for a long long time"  
[X Link](https://x.com/dylan522p/status/1976771063942926649) [@dylan522p](/creator/x/dylan522p) 2025-10-10T22:05Z 101.1K followers, 67.3K engagements


"Last night I dreamed that our house group chat was now a slack @_sholtodouglas had an automation reminding us to take out the trash Thursday's @shae_mcl had one to water the plants I did one for a package tracking system @dwarkesh_sp you did one too but I don't remember"  
[X Link](https://x.com/dylan522p/status/1977042210698018896) [@dylan522p](/creator/x/dylan522p) 2025-10-11T16:02Z 101.1K followers, 50.2K engagements


"Huahong the 2nd largest Chinese foundry just made Dr. Peng Bai the President Dr. Bai is the real deal Intel for XX years including CVP in charge of Logic Technology Development for multiple nodes He managed Intel's D1C R&D Fab Was pushed out in end by being put on supply chain"  
[X Link](https://x.com/dylan522p/status/1874874244255060446) [@dylan522p](/creator/x/dylan522p) 2025-01-02T17:43Z 101.1K followers, 31.1K engagements


"@SemiAnalysis_ The best part is the person who keeps posting about football on SA account doesn't even know anything about it never watches and isn't American"  
[X Link](https://x.com/dylan522p/status/1979720527037227209) [@dylan522p](/creator/x/dylan522p) 2025-10-19T01:25Z 101.1K followers, 7843 engagements


"@BenBajarin Hmm but then Amazon and others do lotta BTS too"  
[X Link](https://x.com/dylan522p/status/1980387316880589220) [@dylan522p](/creator/x/dylan522p) 2025-10-20T21:35Z 101.1K followers, XXX engagements


"We're launching a FREE online tool for mapping all the fabs in the world including capacity node etc We have data on 1500 fabs globally but need help for complete thoroughness Paid internships or full time job to help us track down the details Apply 👇"  
[X Link](https://x.com/dylan522p/status/1961534665098981479) [@dylan522p](/creator/x/dylan522p) 2025-08-29T21:01Z 101.1K followers, 79.4K engagements


"My caste (Leuva Patidar Samaj) volleyball tournament in Dallas is unreal 8000 people here out of 40000 people in the US Everyone from a part of Gujarat and same way of life in the US Literally everyone here owns a motel or gas station in rural America"  
[X Link](https://x.com/dylan522p/status/1895971158169882830) [@dylan522p](/creator/x/dylan522p) 2025-03-01T22:55Z 101.1K followers, 6.4M engagements


"Today we are launching InferenceMAX We have support from Nvidia AMD OpenAI Microsoft Pytorch SGLang vLLM Oracle CoreWeave TogetherAI Nebius Crusoe HPE SuperMicro Dell It runs every day on the latest software (vLLM SGLang etc) across hundreds of GPUs $10Ms of infrastructure is purring every day to create real world LLM Inference benchmarks InferenceMAX answers the major questions of our times with AI Infrastructure. How many Tokens are generated per MW of capacity on different infrastructure How much does a million tokes cost What is the real latency vs throughput tradeoff We have coverage of"  
[X Link](https://x.com/dylan522p/status/1976422855928680454) [@dylan522p](/creator/x/dylan522p) 2025-10-09T23:01Z 101.1K followers, 377.3K engagements


"@BenBajarin I think your numbers by hyperscaler are significantly off tbh like the ranking isn't this way. How are you treating BTS DCs"  
[X Link](https://x.com/dylan522p/status/1980384236403323275) [@dylan522p](/creator/x/dylan522p) 2025-10-20T21:22Z 101.1K followers, XXX engagements


"@BenBajarin Still confused on ur numbers then"  
[X Link](https://x.com/dylan522p/status/1980388481236111854) [@dylan522p](/creator/x/dylan522p) 2025-10-20T21:39Z 101.1K followers, XXX engagements