Patel notes AI software stacks update constantly with nightly builds making performance measurement time-sensitive.
“with software changing literally multiple times a week, right, PyTorch has nightlies, VLM has nightlies, Asteeling has nightlies, CUDA drivers update constantly.”
Patel says datacenter model hard to justify selling to individuals, only B2B makes sense for effort required
“@MichaelSte5069 @SemiAnalysis_ You’re gonna love our next newsletter :) Unfortunately it’s hard to justify selling it to individuals, B2B is the only way we can justify the immense effort we have in it”
Patel says SemiAnalysis reported CPO on accelerator scale-up, not scale-out switches
“@pequityresearch We said CPO on accelerator scale up. We never said CPO on scale out switches.”
Patel says SemiAnalysis has more China compute mapped than cited estimate
“@RothRottweiler @aqib_zakaria @hamandcheese @SemiAnalysis_ Idk about all that chief. We have more compute for China mapped than this”
Patel confirms Avicena and says report favors VCSEL over microLED
“@insane_analyst @jwt0625 Yes they are. We said VCSEL is higher share and such. Not sure where u got idea we prefer microLED.”
Patel defends microLED research despite no near-term deployments, responding to Theranos comparison
“@insane_analyst @jwt0625 for the current things you've seen. There's a lot of cool research and companies beyond the 2 you have looked into. I think you should keep open mind to it, but agree theres not really any deployments of uled in short or medium term. The report says as much.”
Patel says SemiAnalysis report states VCSEL has higher share than microLED
“@insane_analyst @jwt0625 We literally did not treat it as equal. The note is comparing the two and says vcsel is better and more share. Bro what are these demons u fighting”
Patel complains SF discusses OSL but ignores ISL and cache hit rates
“Everyone in SF is talking about OSL, but no one wanna talk about ISL and cache hit rates :(”
Patel says power generation is solvable but requires many people and reciprocating engines
“@quantzoid @neelsomani Its solvable, just requires tons of people to work on its and shitloads of recips. Which is hard but solvable.”
Patel says grid modeling incompetence costs US ratepayers $12B and PJM auction system damages capacity building
“Incompetence in grid modeling is causing US ratepayers to pay $12B more than necessary. The auction system of PJM is damaging to building more capacity. The US needs market based reforms. https://t.co/Ghcuuz7ywJ”
Patel observes AI founders with revenue are transforming into neoclouds with value-added services
“God damnit, every one of my AI founder friends who actually have revenue are now just transforming into neoclouds with value add on top”
Patel claims CCP-funded organizations are running anti-datacenter and anti-AI campaigns
“There's quite a bit of CCP funded anti datacenter and anti AI organizations. Just follow the money. https://t.co/Cbdomf6hUL”
Patel claims evidence exists of organizations astroturfing false datacenter narratives with non-domestic funding
“@suchenzang There's a lot of evidence of organizations astro turfing false narratives about datacenter water use and noise, having funding from non domestic sources. Not sure what he accusing me of tho? I always tweet what I believe Surely you're not saying I have some alterior motive”
AI compute infrastructure can be sold at prices that recover full capital expenditure within one year.
“Actually, no. I can sell my compute for $25 million a megawatt or $40 million a megawatt to Anthropic and Google. Even if it’s a short-term thing, I’ve sold it for this price, and I’ll recoup my entire CapEx in a year.”
Patel argues first-party ASICs have no residual value if OpenAI goes bankrupt, making them unfinanceable
“@TShirtnJeans2 @GavinSBaker @maxkan Why would someone finance a first party ASIC that has no residual value if OAI is bankrupt”
Patel says OpenAI explicitly stated at Hot Chips they bet against disaggregation
“@GavinSBaker @maxkan It is for KVs but they also just explicitly said they bet against Disagg at Hot Chips”