A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (Abram Brown/The Information)
SemiAnalysis projects $100M+ 2026 revenue from AI supply chain research subscriptions, positioning the newsletter/research firm as a major commercial force in technical AI coverage.
Excerpt
<a href="https://www.theinformation.com/articles/dylan-patel-semianalysis-grabbed-sway-silicon-valley"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260419/i2.jpg" vspace="4" /></a>
<p><a href="http://www.techmeme.com/260419/p2#a260419p2" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Abram Brown / <a href="https://www.theinformation.com/">The Information</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.theinformation.com/articles/dylan-patel-semianalysis-grabbed-sway-silicon-valley">A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research</a></b></span> — For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind … </p>
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