The Minutes of Dylan Patel on hyperscalers https://minutesof.com/dylan-patel/on/hyperscalers/ Everything Dylan Patel has said on hyperscalers: 2 verbatim quotes between January 2025 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:18 +0000 Patel says Google spending $180B and Amazon $200B on AI infrastructure represents 4x increase from recent year https://minutesof.com/q/eac21179-024f-4ae9-8db2-3eee00972211/ https://minutesof.com/q/eac21179-024f-4ae9-8db2-3eee00972211/ “If we start looking at like, hey, this year, Google spending 2 Amazon spending $200,000,000,000, Google spending a $180,000,000,000 on on AI infrastructure primarily. Right?” — Latent Space Thu, 26 Feb 2026 21:15:18 +0000 hyperscalers Patel argues neo clouds with long-term enterprise and hyperscaler deals will succeed over on-demand providers. https://minutesof.com/q/938cd181-af77-4e91-8b8c-200ec3fdf886/ https://minutesof.com/q/938cd181-af77-4e91-8b8c-200ec3fdf886/ “And so those are probably less likely to be able to succeed versus those who are locking in these massive deals with or long term deals that may not be massive but with enterprises or with AI labs, or with the hyperscalers who have no capacity because the demand is just so incredible.” — Open Compute Project Thu, 23 Oct 2025 06:01:45 +0000 hyperscalers