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How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

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For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana.

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Still, a month ago, Patel, 29, enjoyed a moment no rising star from the traditional media world could ever expect: public praise from Nvidia CEO Jensen Huang. That decision, he insists, shows that flattery won’t stop him from poking an almost $5 trillion bear.

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