SemiAnalysis Founder Dylan Patel on New AI Regulations, Chinese AI & xAI's Surge to Hyperscale

In this episode of Unsupervised Learning, we sit down with Dylan Patel, Chief Analyst at SemiAnalysis, to break down what these sweeping changes really mean. From how they consolidate power among Big Tech to China's narrowing options for AI dominance, we unpacked the impact of this regulatory shift. Follow SemiAnalysis: https://semianalysis.com/ 0:00 Intro 1:27 Grading the AI Diffusion Rule 4:08 What Will Happen to the Malaysian Data Centers? 7:43 How do the Regulations Favor Giant Tech Companies? 9:27 Pre-Regulation AI Landscape 13:16 Where Does Chinese AI Go From Here? 22:17 The Goldie Locks Approach to Regulation 24:36 Size of Cluster Buildouts Today 38:07 How Big Will Cluster Buildouts Get? 43:20 Are Open-Source Models Falling Behind? 48:11 Questions Dylan Wants the Answers To 51:50 Hardware Startups 1:01:25 The Future of Enterprise AI 1:05:30 What Made CoreWeave So Successful? 1:19:48 Quickfire With your co-hosts:  @jacobeffron  - Partner at Redpoint, Former PM Flatiron Health  @patrickachase  - Partner at Redpoint, Former ML Engineer LinkedIn  @ericabrescia  - Former COO Github, Founder Bitnami (acq’d by VMWare)  @jordan_segall  - Partner at Redpoint