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
Which is which is important and interesting to gauge because
The number of ascends floating out there is not has not consumed this entire capacity yet.
Right.
So now we get to 2025, right?
The H20 got banned in the beginning of the year.
Um NVIDIA had to write off, you know, huge amounts of money.
Uh our our revenue estimate for NVIDIA in China for just H twenty was north of twenty billion because that's what they were booking in capacity slash had to write off.
And then it got banned.
They cut the supply chain.
Like they just said, no, we're not doing this anymore.
They had their inventory, gets reapproved, they resell the inventory, but now they're like, Do we even restart production?
Um, is is NVIDIA's question.
And and now you have China saying, Hey, like, we don't need NVIDIA.
We have domestic alternatives, right?
Whether it be Huawei or Camricon, um, these companies have
you know, capacity, but most of this capacity is d m is still
foreign produced, right?
Whether it be wafers from TSMC, uh memory from Korea, right?
Samsung and SK Heinex.
So the question is sort of like how much can they do domestically?
Showing 801–820 of 3,025 · page 41 of 152
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