The Minutes of Dylan Patel on gpu economics https://minutesof.com/dylan-patel/on/gpu-economics/ Everything Dylan Patel has said on gpu economics: 3 verbatim quotes between September 2025 and November 2025, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:21 +0000 Patel explains hyperscalers are developing custom accelerators to reduce equipment costs since Jensen takes 75 https://minutesof.com/q/026dcdd7-407b-4ef7-b53a-e8b953c43066/ https://minutesof.com/q/026dcdd7-407b-4ef7-b53a-e8b953c43066/ “So what all the hyperscalers are trying to do is develop their own accelerator so that they can reduce this overwhelming cost for equipment to increase their margins.” — Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 gpu economics Patel says Blackwell cost is up 50-70% over Hopper but performance exceeds 2x, making it an obvious choice. https://minutesof.com/q/7a1b8698-ea50-4724-a073-b8e5df30f151/ https://minutesof.com/q/7a1b8698-ea50-4724-a073-b8e5df30f151/ “while cost is only up, know, call it 50% or 60% or 70% versus Hopper, the performance is well north of 2x, right?” — Together AI Fri, 03 Oct 2025 20:23:30 +0000 gpu economics Patel states GB 200 servers from Nvidia cost well over $3 million, preventing time-slicing users on individual https://minutesof.com/q/669d560d-e7af-4122-a8b8-ac5a43484620/ https://minutesof.com/q/669d560d-e7af-4122-a8b8-ac5a43484620/ “These servers cost hundreds of thousands of dollars if nothing new. Know GB 200 from Nvidia cost well over $3,000,000 so the cost of these things is huge” — Nebius Tue, 02 Sep 2025 17:00:38 +0000 gpu economics