The Minutes of Dylan Patel on data centers https://minutesof.com/dylan-patel/on/data-centers/ Everything Dylan Patel has said on data centers: 23 verbatim quotes between November 2024 and July 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:17 +0000 Patel forecasts data center capacity will reach 30 gigawatts in the next year. https://minutesof.com/q/554d1ba5-063a-4241-b24a-4b017c6875e6/ https://minutesof.com/q/554d1ba5-063a-4241-b24a-4b017c6875e6/ “This year, we're deploying 20 gigawatts of data centers. Next year, that number goes up 50 gigawatts or 50%, sorry. 50%, sorry.” — WisdomTree in Europe Thu, 09 Jul 2026 06:16:39 +0000 data centers Patel forecasts 20 gigawatts of data center capacity in 2024 and over 30 gigawatts in 2025 despite delays. https://minutesof.com/q/47d7b4b9-7b67-4116-a983-f7f6f9ddf38b/ https://minutesof.com/q/47d7b4b9-7b67-4116-a983-f7f6f9ddf38b/ “This year there's going to be 20 gigawatts, even accounting for the delays, and next year there's going be more than 30 gigawatts accounting for the delays.” — Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 data centers Patel says data centers will reach 10% of US power by 2027-28 but under 1% of water consumption. https://minutesof.com/q/a110db52-8fec-41aa-a4a2-a4e12237f101/ https://minutesof.com/q/a110db52-8fec-41aa-a4a2-a4e12237f101/ “US Grid will get to like 10% of power by like '28, 27 is data centers. For water consumption, it's not even gonna crack 1%. Yeah. By the end of the decade.” — The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 data centers Patel says data center power capacity is growing from 15-18 gigawatts this year to 30 gigawatts next year. https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ “What was it It's this it's or this year is like I think it's like 18 ish, 10 ish. Okay. Fifteen fifteen to 18” — TBPN Tue, 03 Feb 2026 23:08:03 +0000 data centers Nadella describes connecting multiple Fairwater facilities on a petabit network spanning to Milwaukee for dist https://minutesof.com/q/ea637240-f2b4-42f0-b334-d334f1e45e01/ https://minutesof.com/q/ea637240-f2b4-42f0-b334-d334f1e45e01/ “Fairwater 4, which you're going to see under construction nearby, will also be on that one petabits network so that we can actually link the two at a very high rate.” — Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 data centers Patel explains Oracle's $300 billion OpenAI bet is lower risk because Oracle only secures data centers, not ex https://minutesof.com/q/4f1a803b-02b6-4160-a021-a571922390fd/ https://minutesof.com/q/4f1a803b-02b6-4160-a021-a571922390fd/ “Now, of course, the bet is a bit like there's a bit more security in the bet in that Oracle really only needs to secure the data center capacity.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 data centers Patel notes new NVIDIA servers require 140 kilowatts per rack versus prior CPU data centers at kilowatts. https://minutesof.com/q/63eff2f4-b831-448a-9c9c-c753a026eda9/ https://minutesof.com/q/63eff2f4-b831-448a-9c9c-c753a026eda9/ “Data centers for CPUs, 10 megawatts of rack, 12 megawatts of rack. Kilowatts. The new ones, kilowatts, right? Kilowatts of rack, sorry. The new NVIDIA servers, 140 kilowatts of rack.” — Nebius Tue, 02 Sep 2025 17:00:38 +0000 data centers Patel says GPU hardware and networking represent 80% of data center costs, with power and cooling only 20%. https://minutesof.com/q/3a4b0c19-d93c-478e-bced-c99f4ea7645a/ https://minutesof.com/q/3a4b0c19-d93c-478e-bced-c99f4ea7645a/ “It's the GPU purchases. It's the networking. It's the it's the physical data center conversion power conversion equipment. All of this stuff is, like, 80% of the cost.” — a16z Mon, 18 Aug 2025 18:26:43 +0000 data centers Patel states 80% of GPU data center cost is capital equipment, only 20% is land, power, and cooling. https://minutesof.com/q/f14c478d-6c68-4537-b652-a709482a769a/ https://minutesof.com/q/f14c478d-6c68-4537-b652-a709482a769a/ “It's the it's the physical data center conversion power conversion equipment. All of this stuff is, like, 80% of the cost. And then 20% is gonna be your land and your power and your cooling” — a16z Mon, 18 Aug 2025 18:26:43 +0000 data centers Patel suggests NVIDIA should use its massive tax bill to invest directly in data center infrastructure despite https://minutesof.com/q/4e3cea3e-1a95-46d5-b4a6-f37d4d80467b/ https://minutesof.com/q/4e3cea3e-1a95-46d5-b4a6-f37d4d80467b/ “Now this is obviously gonna be, like, crazy because, like, now they're buying g p their own GPUs and putting them in data centers and doing stuff, and they're competing with their own customers,” — a16z Mon, 18 Aug 2025 18:26:43 +0000 data centers Patel reveals Meta is building temporary tent structures to house GPUs because permanent buildings take too lo https://minutesof.com/q/b326f427-0392-4b1f-853a-c662e2574a6b/ https://minutesof.com/q/b326f427-0392-4b1f-853a-c662e2574a6b/ “Meta is literally building these, like, temporary, like, tent structures to put GPUs in because building the building takes too long, and it takes too much labor, as you mentioned labor.” — No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 data centers Patel describes former Yandex workers paid bonuses for speed who use drugs to complete data center buildouts f https://minutesof.com/q/578afda3-bf30-482f-8983-ed64a039e7e0/ https://minutesof.com/q/578afda3-bf30-482f-8983-ed64a039e7e0/ “Like and they get paid bonuses for being faster, and therefore, do, like, certain drugs to be able to finish the build outs faster.” — No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 data centers Patel says CoreWeave can build $10 billion clusters from start to completion much faster than competitors. https://minutesof.com/q/373f08c1-885e-4cb0-8a0c-139ecb2143a4/ https://minutesof.com/q/373f08c1-885e-4cb0-8a0c-139ecb2143a4/ “it lets you get to these, you know, call it $10,000,000,000 clusters, right, in in time scales, from project start to completion that are much much shorter than anyone else.” — CoreWeave Fri, 23 May 2025 17:27:49 +0000 data centers Patel observes hyperscaler data centers started in 2023 remain incomplete even with expedited equipment delive https://minutesof.com/q/fbed374a-9a4e-4927-8341-d57bb4e923a3/ https://minutesof.com/q/fbed374a-9a4e-4927-8341-d57bb4e923a3/ “Even if they even if they had the electrical equipment in in you know, not on lead time, they paid a bunch to skip the queue.” — CoreWeave Fri, 23 May 2025 17:27:49 +0000 data centers Patel says certain states will see over half their power consumed by AI within a few years. https://minutesof.com/q/50566b09-394e-4967-9d53-46dfd6777a8f/ https://minutesof.com/q/50566b09-394e-4967-9d53-46dfd6777a8f/ “When we look at power consumption by state, something pretty simple, there are certain states where more than half their power is going be consumed by AI just in the next few years.” — MedBricks Webcast Thu, 27 Mar 2025 13:55:08 +0000 data centers Patel identifies a 40 gigawatt power shortfall for US data centers even with all planned capacity additions. https://minutesof.com/q/6d70bd42-e4be-4dec-aa00-6d77aa2b2ba6/ https://minutesof.com/q/6d70bd42-e4be-4dec-aa00-6d77aa2b2ba6/ “There is an over 40 gigawatt hole in power for The US. Even if we don't turn off any more coal, in fact we restart some, we take all the natural gas dual combined cycle reactor deliveries that we're going to have, and you add in renewables, you have a 40 gigawatt hole of power production in The US.” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 data centers Patel identifies a 40 gigawatt power deficit in US even with all planned gas and restarted coal. https://minutesof.com/q/f0927cde-cafd-4663-b2f9-55ca37f74d17/ https://minutesof.com/q/f0927cde-cafd-4663-b2f9-55ca37f74d17/ “Even if we don't turn off any more coal, in fact we restart some, we take all the natural gas dual combined cycle reactor deliveries that we're going to have,” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 data centers Patel says Malaysia will add three gigawatts of data center capacity by 2027, mostly Chinese companies claimin https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ “Malaysia from 2024 to 2027, not the country itself, but companies operating there, mostly Chinese companies, many of them claiming they're now Singaporean companies. Right?” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers these companies are building three gigawatts of data center capacity. Put that in context, at the beginning of https://minutesof.com/q/afcf6a66-d9b9-4954-89cb-8abfbc9fb7ca/ https://minutesof.com/q/afcf6a66-d9b9-4954-89cb-8abfbc9fb7ca/ “these companies are building three gigawatts of data center capacity. Put that in context, at the beginning of twenty twenty four, that was roughly Meta's global footprint.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers Patel says Oracle is spending over $10 billion this year building infrastructure for OpenAI, not Microsoft. https://minutesof.com/q/aa50dd43-a1af-443a-a084-7b771193c3bc/ https://minutesof.com/q/aa50dd43-a1af-443a-a084-7b771193c3bc/ “Oracle's spending, like, $10,000,000,000 plus for them this year to build out data centers and GPUs, right, for OpenAI, not Microsoft, interestingly enough.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers Well, one, there's a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there's a natur https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/ https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/ “Well, one, there's a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there's a natural gas line, a main that they tapped, and they set up their own generation capacity on-site.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers Patel forecasts data center power will grow from 150 megawatts today to gigawatt-scale clusters by 2026. https://minutesof.com/q/57323284-b466-4640-9fed-ea622dabe8e2/ https://minutesof.com/q/57323284-b466-4640-9fed-ea622dabe8e2/ “We're seeing, like, you know, 400, 500 megawatts cluster sort of being built out now. Right? Like you know? And and then, you know, in 2026, I'd imagine it'll be, like, gigawatt scale clusters.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers Patel describes Microsoft's shift from 48-megawatt buildings to 300-megawatt AI-specific data centers for incr https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ “Here you can see that same data center, that same type of data center vertically. And that's 48 megawatts, or 57, And then this data center center is like 300 megawatts.” — Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 data centers