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
They just announced a pre fill specific chip recently.
Um there's numerous AI hardware startups that are really focusing on pre fill versus decode.
And so this sort of split of
inference up to two workloads, you know, Huawei is doing the same thing for their next year chip.
And what's interesting is the decode one has, you know, custom HPM.
What does that mean?
What is the manufacturing supply chain?
Cause
That that's the that's the one that's tricky, right?
How much can they manufacture of that custom HBM?
And NVIDIA and others are also adopting custom HPM only starting next year.
Right.
So it's not like
You know, yes, the manufacturing capacity is not there.
The maybe, maybe it consume it is going to consume a bit more power, it's going to be slightly lower bandwidth, but the fact that they're able to do, you know, some of the same things that NVIDIA's plans to do, AMD plans to do in their memory, uh is is you know evidence that they're catching up.
But then you know that the the main question that remains is production capacity.
So as far as like, hey, NVIDIA is banned in China, right?
Like they're saying don't buy NVIDIA chips.
I think for a period of time that's fine because uh fine for China, right?
From a perspective of, hey, I'm China.
Showing 841–860 of 3,025 · page 43 of 152
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