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SemiAnalysis | Dylan Patel | Substack
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https://cryptobriefing.com/dylan-patel-tech-companies-prioritize-long-term-capex-for-future-infrastructure-anthropics-scaling-challenges-contrast-with-openais-aggressive-strategy-and-gpu-depreciation-cycles-may-exceed-fi/
Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic's...
Apr 11, 2026 - AI labs face rising costs and strategic shifts as they compete for limited compute resources.
https://cryptobriefing.com/dylan-patel-unbounded-demand-for-ai-tools-is-reshaping-budgets-ai-spending-could-exceed-salary-expenses-and-workforce-efficiency-is-drastically-changing-invest-like-the-best/
Dylan Patel: Unbounded demand for AI tools is reshaping budgets, AI spending could exceed salary...
Apr 23, 2026 - AI spending could soon outpace traditional salaries, reshaping workforce dynamics and business priorities.