The Minutes of Dylan Patel on gpu supply https://minutesof.com/dylan-patel/on/gpu-supply/ Everything Dylan Patel has said on gpu supply: 10 verbatim quotes between August 2023 and September 2025, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:17 +0000 Patel says OpenAI's Oracle deal reaches over $90 billion annually within a few years from $300 billion total c https://minutesof.com/q/c6681870-7b3d-4498-a68c-5822a6af03c1/ https://minutesof.com/q/c6681870-7b3d-4498-a68c-5822a6af03c1/ “OpenAI, which signed a $300,000,000,000 plus deal with with Oracle, will actually be able to pay $300,000,000,000, right, across raising capital and revenue?” — a16z Mon, 22 Sep 2025 13:01:51 +0000 gpu supply Patel compares GPU purchasing process to buying drugs, calling people to ask about availability and pricing. https://minutesof.com/q/443520da-cfa4-4eff-940e-d05dc484f5c3/ https://minutesof.com/q/443520da-cfa4-4eff-940e-d05dc484f5c3/ “my opinion on how you buy GPUs is that it's like buying cocaine or any other drug. This is described to me, not me.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 gpu supply Patel compares buying GPUs to buying cocaine with informal texts asking for availability and pricing. https://minutesof.com/q/f57615a3-1a5a-4c7f-97ee-78062d7419e1/ https://minutesof.com/q/f57615a3-1a5a-4c7f-97ee-78062d7419e1/ “You call up a couple people. You text a couple people. You ask, yo. How much you got? What's the price? It's like Exactly. This is fucking like, buy drugs. Like oh, sorry. Sorry.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 gpu supply Patel reveals each country is capped at 50,000 GPUs for four years while NVIDIA makes 6 million annually. https://minutesof.com/q/d1ba7229-6f9c-4393-9fae-bd85ea69d963/ https://minutesof.com/q/d1ba7229-6f9c-4393-9fae-bd85ea69d963/ “There is there is one obvious loophole, which is well, there's, like, strict caps. Right? Like, each country can only buy 50,000 GPUs for the next four years.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 gpu supply Patel identifies the 50,000 GPU cap per country as trivial compared to NVIDIA's six million unit annual produc https://minutesof.com/q/2930999e-1d82-4023-b604-3dbdb15a6461/ https://minutesof.com/q/2930999e-1d82-4023-b604-3dbdb15a6461/ “Like, each country can only buy 50,000 GPUs for the next four years. And it's like, that's kinda nothing when NVIDIA's making, you know, 6,000,000 plus this year.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 gpu supply Patel calculates next-generation clusters deliver 15x more compute through five times more GPUs and 3x perform https://minutesof.com/q/badb57b8-ea1b-45cb-887a-c8b1bba9f5d8/ https://minutesof.com/q/badb57b8-ea1b-45cb-887a-c8b1bba9f5d8/ “So you got you have five x the GPUs, and you have three x the performance per GPU roughly. So then you're at, like, 15 x more compute.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 gpu supply Patel reports CoreWeave has over 200,000 GPUs, billions in revenue, $20 billion valuation, and plans to IPO in https://minutesof.com/q/c8eccac4-eee6-4116-b120-54563d6b52fd/ https://minutesof.com/q/c8eccac4-eee6-4116-b120-54563d6b52fd/ “CoreWeave now has, like, 200 k plus GPUs. Right? Like Yeah. A lot of GPUs. Right? They're doing, like, you know, billions of dollars of revenue.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 gpu supply Patel says NVIDIA will sell over 3 million total GPUs next year and over a million H100s this year. https://minutesof.com/q/2855439b-9e6d-4778-82dc-a589fdbb9562/ https://minutesof.com/q/2855439b-9e6d-4778-82dc-a589fdbb9562/ “NVIDIA is gonna sell well over 3,000,000 total GPUs next year, over a million H100s this year alone. There's a lot of GPU capacity coming online. It's an incredible amount.” — Latent Space Tue, 05 Dec 2023 18:16:28 +0000 gpu supply Patel states NVIDIA will sell over one million H100s this year and over three million total GPUs next year. https://minutesof.com/q/a5596c89-b7bc-42e6-8a13-449244f817e4/ https://minutesof.com/q/a5596c89-b7bc-42e6-8a13-449244f817e4/ “NVIDIA is gonna sell well over 3,000,000 total GPUs next year, over a million H100s this year alone. There's a lot of GPU capacity coming online.” — Latent Space Tue, 05 Dec 2023 18:16:28 +0000 gpu supply Patel says NVIDIA is shipping more GPU flops this year than in its entire data center history combined. https://minutesof.com/q/234de4bb-be7b-4a2f-a173-c5f9da008904/ https://minutesof.com/q/234de4bb-be7b-4a2f-a173-c5f9da008904/ “There's more GPU flops shipping this year that NVIDIA shipped their entire history for the data center.” — The Inside View Wed, 09 Aug 2023 15:00:23 +0000 gpu supply