The Minutes of Dylan Patel on amazon https://minutesof.com/dylan-patel/on/amazon/ Everything Dylan Patel has said on amazon: 8 verbatim quotes between December 2024 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:18 +0000 Patel reports Amazon's CPU server installations have tripled year-on-year with no capacity remaining anywhere. https://minutesof.com/q/0d8b9a11-eaa8-49fb-9ff1-271ee0c9d472/ https://minutesof.com/q/0d8b9a11-eaa8-49fb-9ff1-271ee0c9d472/ “So then you've just seen everyone run out of CPUs, Amazon's volumes on CPUs, of CPU servers they're installing have three x year on year, right, from this year versus last year.” — Daytona Tue, 07 Apr 2026 17:12:37 +0000 amazon Patel reports Amazon's CPU server installations have tripled year-over-year with no spare capacity. https://minutesof.com/q/31c03f55-c143-4c0c-84a7-52a3e1df0c7a/ https://minutesof.com/q/31c03f55-c143-4c0c-84a7-52a3e1df0c7a/ “Amazon's volumes on CPUs, of CPU servers they're installing have three x year on year, right, from this year versus last year. And so there's just no capacity anywhere” — Daytona Tue, 07 Apr 2026 17:12:37 +0000 amazon Patel says Amazon's CPU server installations have tripled year-on-year, causing capacity shortages and GitHub https://minutesof.com/q/467d4b9b-9a4f-4f92-a26f-6dfb6d56604a/ https://minutesof.com/q/467d4b9b-9a4f-4f92-a26f-6dfb6d56604a/ “And so there's just no capacity anywhere and that's causing a lot of instability, not just in GitHub but probably other places too.” — Daytona Tue, 07 Apr 2026 17:12:37 +0000 amazon Patel reveals OpenAI ported entire stack from x86 to ARM to access Amazon's CPU capacity for recent deal. https://minutesof.com/q/ed71dd24-f769-48fe-8eb3-1869799a3e75/ https://minutesof.com/q/ed71dd24-f769-48fe-8eb3-1869799a3e75/ “A lot of the impetus for the recent Amazon and OpenAI deal was, yes, OpenAI wanted money, yes, they needed compute, but they also just went to Amazon and were like, give us your CPUs, And before, OpenAI's stack was pretty much only on x86 CPUs, but Amazon had tons of ARM CPUs and so they ported the whole thing,” — Daytona Tue, 07 Apr 2026 17:12:37 +0000 amazon Patel says Google will make five to seven million TPU chips while Amazon targets three to five million. https://minutesof.com/q/7dc1dfdc-c966-48a1-aa23-0ab53fb8f113/ https://minutesof.com/q/7dc1dfdc-c966-48a1-aa23-0ab53fb8f113/ “They're going to make something like five to 7,000,000 chips, right? Of their own TPUs. You look at Amazon, they're trying to make three to 5,000,000.” — Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 amazon Patel dubs Amazon's Trainium chip the Amazon Basics TPU due to less efficient but cost-effective design. https://minutesof.com/q/55fd7d23-c6ff-42d1-ada9-ae49a012dcd3/ https://minutesof.com/q/55fd7d23-c6ff-42d1-ada9-ae49a012dcd3/ “Yeah. So so funnily enough, Amazon's chip is the Amazon I I call it the Amazon's basics TPU. Right?” — BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 amazon