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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And my number is closer to f like it's like four fifty five hundred.
Um
And that's that's based on like, you know, all the research we do on like data centers and like tracking each individual data center in the supply chains, right?
So so So th this is just NVIDIA spent or this is this is HapEx for the hyperscalers.
Right.
And then that capex gets split up across different companies, but the vast, vast majority still goes to NVIDIA, right?
Um
And NVIDIA's in a position not where they take they can't take share, right?
It's they grow with the market slash defend share.
Yeah.
Um and so the question is like, how fast is the growth rate of of CapEx for hyperscalers and other users, right?
And the reason I included Oracle and Core Weavers hyperscalers, even though they're traditionally not called hyperscalers, is because they are opening eyes hyperscaler.
Right.
So
You know, when you look and you you look at the Oracle announcement, right?
Like uh first of all, the Oracle announcement, I don't understand why people don't think this is crazier.
They did the most unprecedented thing in the history of like stocks and and public and companies ever.
They gave a four-year guidance.
Um and it made Larry the richest man in the world, you know, like all these things.
Anyways, you know, the the question is like how fast does revenue grow, right?
Showing 1021–1040 of 3,025 · page 52 of 152
← Previous
Next →