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    Artwork for Invest Like the Best with Patrick O'Shaughnessy
    Episode

    Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

    Invest Like the Best with Patrick O'Shaughnessy · Sep 30, 2025 · 1 h 59 min
    Episode page

    My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the…

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