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
And then and then when it all fell apart, they just had to write down a quarter's worth of inventory.
Whatever.
Everyone else was like, Well crap, I have all these empty production lines, right?
And so it's like you know.
But but like what did AMD do then, right?
Their chips that were actually better for crypto mining, right?
On a on a you know amount of silicon, uh cost versus how much you hash, but like they just didn't you they just AMD was like, ah, we're gonna not really raise production, right?
Like as a reasonable, you know, thing, right?
It wasn't a it's so it's sort of like strike while the iron's hot.
And so like, you know, the same has happened with NVIDIA, right?
They've uh in recent d in recent times, like sort of
They've ordered capacity that no one believes, right?
Multiple times.
Um they they see the in demand, obviously, but in many cases they're just like
Their number for like Microsoft was higher than Microsoft's internal planning, right?
And
And then Microsoft's internal planning went up.
But like their number for Microsoft was way higher.
And it's like, ah, we just don't think Microsoft's gonna need this much, even though they tell us this.
It's like
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