The Minutes of Dylan Patel on amd https://minutesof.com/dylan-patel/on/amd/ Everything Dylan Patel has said on amd: 10 verbatim quotes between June 2025 and July 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:17 +0000 It's 72 GPUs. It's got more memory than Vera Rubin. It's got more more, memory, flops. It's got it's it's bett https://minutesof.com/q/ea805895-0928-4287-937a-0a6ccfad436b/ https://minutesof.com/q/ea805895-0928-4287-937a-0a6ccfad436b/ “It's 72 GPUs. It's got more memory than Vera Rubin. It's got more more, memory, flops. It's got it's it's better than Vera Rubin in most every way. It's a little bit later.” — Supermicro Wed, 15 Jul 2026 00:08:28 +0000 amd Patel says AMD MI450X has 72 GPUs, more memory and flops than Vera Rubin, launching three to six months later. https://minutesof.com/q/250999e7-9869-45e6-95fa-d85ab1f347ac/ https://minutesof.com/q/250999e7-9869-45e6-95fa-d85ab1f347ac/ “It's got more more, memory, flops. It's got it's it's better than Vera Rubin in most every way. It's a little bit later. I mean, three to six months after,” — Supermicro Wed, 15 Jul 2026 00:08:28 +0000 amd Patel names Meta, Oracle, and OpenAI as public customers adopting AMD's MI450X Helios platform. https://minutesof.com/q/62d3c27a-e0f7-44ff-9a12-fbfb31165699/ https://minutesof.com/q/62d3c27a-e0f7-44ff-9a12-fbfb31165699/ “There's there's quite a bit of, public customer traction, Meta, Oracle for OpenAI, and there's many other customers who are who are looking to adopt it.” — Supermicro Wed, 15 Jul 2026 00:08:28 +0000 amd Patel says Nvidia and AMD both lie about peak flops specs which are impossible to achieve. https://minutesof.com/q/2805f8b7-b1ab-4aa6-bfaa-e0ca89f29b45/ https://minutesof.com/q/2805f8b7-b1ab-4aa6-bfaa-e0ca89f29b45/ “All their quoted specs are lies impossible to achieve Whether it's Nvidia or AMD, neither of them you can ever hit their peak flops.” — TensorWave Thu, 30 Apr 2026 18:18:14 +0000 amd Patel reports AMD and Nvidia engineers treat Inference X as a competitive leaderboard. https://minutesof.com/q/90c32f06-2549-483b-a0ec-37f8fcdadb56/ https://minutesof.com/q/90c32f06-2549-483b-a0ec-37f8fcdadb56/ “AMD and Nvidia. They love to compete with each other. And AMD engineers and Nvidia engineers look at Inference X as a leader board.” — TensorWave Thu, 30 Apr 2026 18:18:14 +0000 amd Patel predicts AMD will remain in single-digit percentage market share despite being credible competitor. https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ “I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share” — The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 amd Patel reports AMD MI355 beats NVIDIA B200 in some document processing scenarios with open source software. https://minutesof.com/q/0ddc9f32-3943-4514-87fd-c275b179bf83/ https://minutesof.com/q/0ddc9f32-3943-4514-87fd-c275b179bf83/ “in some cases, AMD actually does have a publicly usable open source implementation that beats NVIDIA even, right, with the MI355 versus V200, which is a surprise, right?” — Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 amd Patel reports AMD MI355 beats NVIDIA B200 on performance-TCO with publicly usable open source software in cert https://minutesof.com/q/5431d12a-a285-4545-ba7e-1391fd550419/ https://minutesof.com/q/5431d12a-a285-4545-ba7e-1391fd550419/ “AMD actually does have a publicly usable open source implementation that beats NVIDIA even, right, with the MI355 versus V200, which is a surprise, right?” — Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 amd Patel reports AMD performance improved dramatically over two months, similar to NVIDIA Blackwell's software op https://minutesof.com/q/2ff44e18-c197-4304-a43c-ff3d7e74ecc2/ https://minutesof.com/q/2ff44e18-c197-4304-a43c-ff3d7e74ecc2/ “Over two months, the performance of AMD dramatically improved because they went from, hey, software problems are always a thing, to over a two month period, they've dramatically improved.” — Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 amd Patel reports AMD is selling GPUs to cloud providers then renting them back to inflate sales numbers. https://minutesof.com/q/15677d9a-d37a-4f1d-b396-5d8e98ca9589/ https://minutesof.com/q/15677d9a-d37a-4f1d-b396-5d8e98ca9589/ “Like but AMD is actually doing this and like taking it to overdrive. They're getting clusters at Oracle and Amazon and Crusoe and Digital Ocean and Tensorwave and they're renting GPUs back from them.” — Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 amd