Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And there's all these other libraries.
It's not just models that China open-sources.
It's software for NVIDIA that Chinese companies open-source.
In a sense, like, by NVIDIA selling GPUs is NVIDIA's argument again, like, was like, they were able to, you know, stop Huawei from building up a software ecosystem and the Western ecosystem is better.
But then on the flip side, it's like, again, if you believe the models deliver more economic value to society than the hardware, which I actually think they do, it's just there's a value capture problem today.
then you're giving China way more by giving them H20s and soon a version of Blackwell that's cut down, like Trump said, right?
Versus, you know, selling them the chips, right?
The economic value derived from selling them the chips is not as large as, you know, being able to somehow sell them AI services.
I don't think so.
I think, again, like there's a lot of like,
What we see is that even with H20 being sold to China, into China, and future versions of the chip, the H20e and other chips, we still see Chinese companies like Alibaba renting GPUs outside of China because the GPUs they can get outside of China are just so much better on a dollar spend per performance basis.
Renting them or even going through a Singaporean company that is effectively a Chinese company and building data centers and putting chips in them.
I don't think China's limiting the power per se.
It's that it's, you know, you can only, if you can spend, like Chinese companies are growing their CapEx way more than U.S.
companies on a percentage basis next year.
The absolute dollar number is, you know, obviously the U.S.
companies are spending more still on AI.
The percentage basis, Chinese companies are growing more next year.
And,
you still have the problem of like, well, dollars spent to AI output in tokens or in whatever is going to be lower because these chips are worse.
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