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
So it's like, they've already bought the chips.
They just can't put them anywhere because the data centers aren't ready.
Supplies to Google, applies to Microsoft, applies to Meta, applies to a lot of folks.
Power, grid interconnections, transmission, substations, all of this stuff.
Electrical contractors, electricians in Texas, if you're willing to be a travel electrician, it's like oil pay, right?
It used to be that if you're physically adept,
you could go make, you know, a hundred grand in West Texas, but like who the fuck wants to do that?
Now it's like, well, you could, you could go like 200 miles away from Dallas and what's still a reasonable town and, and build a data center and work on the wiring within the data center and all this other stuff, the transmission stuff.
And your pay is up like two X now versus what it was just a few years ago.
This labor problems are challenged too.
And it's, it's, yeah, I think,
In China, they don't have any of these problems, but they just haven't spent the capital yet.
But capital is an issue as well.
Because of the scale of what's being spent, right?
Like, NVIDIA's revenue this year is going to be, like, over $200 billion.
And next year, it expects over $300 billion.
Plus, Google's going to spend, like, $50 billion on TPU data centers, right?
And it's like, and Amazon's going to spend tons and tons on Tranium data centers.
It's like, the scale of dollars is quickly growing to...
nation-state level stuff.
Showing 461–480 of 3,025 · page 24 of 152
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