“If you look at it today, like Nvidia's gonna have better networking, they're gonna have better HBM, they're gonna have better process node, they're gonna come to market faster, they're gonna be…
Dylan Patel — Podcast Appearances & AI Summaries
Dylan Patel has appeared on 2 podcast episodes in our AI-summarized catalog, including a16z Show, Dwarkesh Podcast. Every appearance below has a free 5-minute AI summary.
Episode appearances
2
The Semiconductor Bottleneck That Will Define AI's Next Decade In 2023, a single gigawatt of AI compute required roughly 3.5 EUV lithography machines from ASML. Those machines cost about $1.2…
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