The Minutes of Dylan Patel on lead time https://minutesof.com/dylan-patel/on/lead-time/ Everything Dylan Patel has said on lead time: 2 verbatim quotes from August 2023, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:10:14 +0000 Patel says chip orders take a minimum of three months from order to delivery from TSMC. https://minutesof.com/q/26ff79c0-623b-4213-b6f8-03f691b2b1e5/ https://minutesof.com/q/26ff79c0-623b-4213-b6f8-03f691b2b1e5/ “the moment you even put an order in, even if TSMC started working on it immediately, you could not get a chip out for three more months.” — The Inside View Wed, 09 Aug 2023 15:00:23 +0000 lead time Patel says GPU orders take four to six months from placement to data center installation. https://minutesof.com/q/fb13f24f-d903-4521-9be1-a668dcec5b78/ https://minutesof.com/q/fb13f24f-d903-4521-9be1-a668dcec5b78/ “call it four or five five, six months between, you know, when an order is placed and you can actually have it installed in your data center if it got worked on immediately.” — The Inside View Wed, 09 Aug 2023 15:00:23 +0000 lead time