Dylan Patel

Balance sheets went up for, you know, various companies in the supply chain were building servers and stuff because they're trying to figure it out.

AI data center deployments were slowed because of these challenges.

There's reliability challenges because these things are connecting to each other at absurd bandwidths.

Every chip in the rack can connect to every other chip in the rack at 1.8 terabytes a second, right?

If you think about how much data that is, right?

Like the amount of bandwidth like is so high for connecting these chips together.

Like you can't fathom what a terabyte a second is.

You can't fathom what a gigabyte a second is.

Okay, a gigabyte a second is like a video, right?

Or like a megabyte a second.

But actually, that's a million bits of information.

What's a byte a second?

Okay, you can understand what a byte a second is because that's eight bits.

Okay, I'm transmitting eight bits to you back and forth every second.

That's pretty fast.

That's what it used to exist.

And it's like where we are now, there's still tons of innovation left to be done there.

I think in the hardware space, I think I'm super bulled up on advancing the techniques.

Like I think part of the reason Intel is behind is also that data sharing internally was terrible.

just within the FAB.