The Minutes of Dylan Patel on datacenter capacity https://minutesof.com/dylan-patel/on/datacenter-capacity/ Everything Dylan Patel has said on datacenter capacity: 2 verbatim quotes between October 2025 and April 2026, each with a timestamp and a link to the… en Mon, 31 Aug 2026 13:10:12 +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 datacenter capacity Patel says without Supermicro's liquid cooling, xAI would consume 30% more power or deploy 30% fewer GPUs. https://minutesof.com/q/7ac8b2d1-5cf5-4b2f-9c8e-47b0f6431195/ https://minutesof.com/q/7ac8b2d1-5cf5-4b2f-9c8e-47b0f6431195/ “And if the liquid cooling solution from Super Micro didn't exist, then those servers would be consuming 30% more power. Right?” — Supermicro Thu, 16 Oct 2025 17:00:47 +0000 datacenter capacity