Dylan Patel
Person on 3 sites
Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.
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3 facts on wiqqi (opens wiqqi.app)
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Updated 2026-10-31 -
1 channel on ppll (opens ppll.app)
Where public figures publish, and what they are on record saying.
Updated 2026-03-13 -
51 beliefs on korrents (opens korrents.com)
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An H100 is worth more today than it was when it was new, because the models it runs got better faster than its replacements arrived. (opens korrents.com)
“if improvement stopped you know here the value of an H100 is now predicated on the value that GPD 5.4 four can get out of it instead of the value that GP4 can get out of it and the margins and all that stuff that these…”
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Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price. (opens korrents.com)
“A companies that have locked up, you know, and and don't have commitment issues, you know, have these 5-year contracts for compute, they've kind of locked in a humongous margin advantage because they've locked in…”
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The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. (opens korrents.com)
“Um I think at least this year we're going to see margins for the model vendors go up a lot, right? Because they're so capacity constrained, they have to demand destroy demand, right? there is there's no way they can…”
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An H100 is worth more today than it was when it was new, because the models it runs got better faster than its replacements arrived. (opens korrents.com)