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 should, like, accelerate the data center ecosystem with investments, right?
Because, really, we think we can, like, have very high degree of, like,
accuracy on what they're going to do next year in terms of revenue because it's just the number of data center watts that are being built.
This is a harder thing to shift up and down.
Now there's a little bit of share difference between how much is TPU versus GPU, but you have to accelerate the infrastructure and you need to spend all of this capital that you're building.
Okay, do you want to go the route of doing buybacks and dividends?
Great, you're a loser if you do that.
You can make more money by reinvesting and building a bigger company that's not just
chips into the ecosystem or servers into the ecosystem, but actually, like, controlling the infrastructure end-to-end somehow.
So I think there's something he could do there with this massive war chest.
And there's a reason, like, NVIDIA's done some buybacks and they've done some dividends increasing, but the cash on their balance sheet keeps growing, and they're going to have north of $100 billion of cash on their balance sheet by the end of this year, I think.
So it's like, what are you going to do with that?
I think there's something...
moving into the infrastructure layer much more that they could do if he really wants to be the king of the world, right?
Which I think he does.
Sergey and Sindar?
I think I think they should open up the Komodo on TPUs right like start selling them open up the software open source a lot more of the XLA software because there's open XLA and there's XLA but the vast majority is closed source really really open up the Komodo on that and be a lot more aggressive right they've
they're still pretty not aggressive on data centers.
They're pretty not aggressive on a lot of elements of the company.
The TPU team's next-gen designs are pretty not aggressive, partially because a lot of the TPU team has left to go to OpenAI, the best people that I knew.
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