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 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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That's fine because you have all this capacity that you, you know, shipped in uh in 2024 that you haven't turned into AI chips.

Now you're turning them into AI chips, you're running all that stockpile down.

Um what about the transition from running that stockpile down to ramping your new stuff, right?

And that that d that transition is the one that's really tricky.

China's either shooting itself in the foot by not purchasing NVIDIA chips during that time period or China's able to ramp.

Um, I think they'll be able to ramp.

I think it'll take a little bit longer.

Um, and there will be like a sort of a gap uh in between where China probably backtracks and says it's fine.

Like like Bike Dance and uh is like begging for NVIDIA chips, right?

Like they they don't want to use um they use some Camricon, they use some uh Huawei, but they really wanna use NVIDIA because it's way better.

They don't care about like

the domestic supply chain, they want to make the best models.

They want to deploy their AI as efficiently as possible.

And so this is like

you know, the the the government can mandate them to like not do it, right?

So so it's not that NVIDIA's not competitive, it's that the government's sort of trying to um

instigate it.

And and and then like I guess the the the last sort of thing is like, you know, there's always the argument of like

Hey if if if

Banning NVIDIA chips to China is so good for China.

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