The Minutes of Dylan Patel on custom silicon https://minutesof.com/dylan-patel/on/custom-silicon/ Everything Dylan Patel has said on custom silicon: 2 verbatim quotes from November 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:22 +0000 Patel notes NVIDIA takes 75% margin on hardware comprising most of data center TCO, driving hyperscalers to de https://minutesof.com/q/6a22b49b-38f2-430c-8340-56fa935ee6c1/ https://minutesof.com/q/6a22b49b-38f2-430c-8340-56fa935ee6c1/ “So, you mentioned how you're depreciating this asset that's five, six years and this is the majority of the 75% of the TCO data center. And Jensen is taking a 75% margin on that.” — Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 custom silicon 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 custom silicon