The Minutes of Dylan Patel on market share https://minutesof.com/dylan-patel/on/market-share/ Everything Dylan Patel has said on market share: 2 verbatim quotes between October 2023 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:19 +0000 Patel says NVIDIA has locked up over 60% of market capacity in long-term contracts this year. https://minutesof.com/q/fd13d4e3-a12c-4f89-a72e-66e0da0d0475/ https://minutesof.com/q/fd13d4e3-a12c-4f89-a72e-66e0da0d0475/ “NVIDIA has locked up over 60% of the capacity this year in long term contracts alone, and they're buying more on top of that.” — CNBC Television Mon, 16 Mar 2026 21:58:55 +0000 market share Patel predicts AMD will remain in single-digit percentage market share despite being credible competitor. https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ “I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share” — The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 market share