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
But they'll, like, go because it unconcentrates the ecosystem, which is better for NVIDIA.
Okay.
I think what's really important is that like, CoreWeave doesn't care, right?
They're like, oh, crypto data center, I will convert it to AI data center, right?
They bought a company for like $10 billion that's doing crypto mining, which is worth like $2 billion like a couple years ago.
And it's not because they're
Bitcoin mining business is growing it's because they have power data centers right like anywhere and everywhere people are trying to build power data centers and companies like like CoreWeave and Oracle are moving to the actually today Google just didn't bought 8% of a crypto mining company called Terrowolf right and
No, because they need the data centers, right?
They want the power.
They need the power, right?
And it's like, all the hyperscalers have like said, screw off to my sustainability pledges because they need power as fast as possible, right?
They're, you know, they're doing things that are not, that they take a little bit longer to move the ship, but like, even if you didn't do it in your own self-built data centers, there's still a lot of challenges in the open market.
There's a deficit, right?
And that's, that's constraining American chip build-outs heavily.
Yes, others could maybe do it a little bit faster, like CoreWeave or others, right?
Oracle's got an open mind as well.
But it's still constraining U.S.
build-outs heavily.
Even though the capital's been spent, right?
The chips are, you know, 60% to 80% of the cost of the cluster, depending on what chips you're getting.
Showing 441–460 of 3,025 · page 23 of 152
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