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    <title>xai: everyone on the record — The Minutes</title>
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    <description>Everyone on the record about xai: 14 verbatim quotes from 5 people, August 2024 to July 2026, in one chronology, each with a timestamp and a link to its…</description>
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      <title>Dylan Patel: Patel credits Supermicro as first on liquid cooling with XAI&#x27;s 100,000 GPU Colossus deployment, w</title>
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      <description>“you guys were the first on liquid cooling with XAI&#x27;s Colossus, the first large scale 100,000 GPU deployment with liquid cooling, and you&#x27;ve done many more since, and you were the first and everyone else has sort of followed since.” — Dylan Patel, Supermicro</description>
      <pubDate>Wed, 15 Jul 2026 00:08:28 +0000</pubDate>
      <category>xai</category>
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      <title>Gavin Baker: Baker predicts xAI will release the first Blackwell model because Elon builds data centers fastes</title>
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      <description>“I think the first Blackwell model will come from xAI. And the reason for that is just according to Jensen, no one builds data centers faster than Elon.” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Tue, 09 Dec 2025 15:05:00 +0000</pubDate>
      <category>xai</category>
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      <title>Gavin Baker: Baker predicts xAI will release the first Blackwell-trained model in early 2026 because Elon buil</title>
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      <description>“One, we will see the first models trained on Blackwell in early twenty twenty six. I think the first Blackwell model will come from xAI.” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Tue, 09 Dec 2025 15:05:00 +0000</pubDate>
      <category>xai</category>
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      <title>Dylan Patel: Patel says without Supermicro&#x27;s liquid cooling, xAI would consume 30% more power or deploy 30% fe</title>
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      <description>“And if the liquid cooling solution from Super Micro didn&#x27;t exist, then those servers would be consuming 30% more power. Right?” — Dylan Patel, Supermicro</description>
      <pubDate>Thu, 16 Oct 2025 17:00:47 +0000</pubDate>
      <category>xai</category>
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      <title>Dylan Patel: Patel questions xAI&#x27;s valuation exceeding Anthropic&#x27;s despite lacking a leading model, crediting</title>
      <link>https://minutesof.com/q/9670f4ca-5b3e-44bf-a674-a7e422907676/</link>
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      <description>“They haven&#x27;t released a leading edge model, and yet their evaluation&#x27;s higher than Anthropic today. At least Anthropic&#x27;s racing, It&#x27;s Elon, A, and B, they&#x27;ve tackled a problem creatively” — Dylan Patel, No Priors: AI, Machine Learning, Tech, &amp; Startups</description>
      <pubDate>Thu, 14 Aug 2025 10:01:35 +0000</pubDate>
      <category>xai</category>
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      <title>Dylan Patel: Patel questions xAI&#x27;s valuation exceeding Anthropic&#x27;s despite no leading model, crediting only th</title>
      <link>https://minutesof.com/q/ef80dc2d-4fab-4c3c-8060-7f9e75eedb8a/</link>
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      <description>“What has xAI actually done to deserve their prior funding rounds? They haven&#x27;t released a leading edge model, and yet their evaluation&#x27;s higher than Anthropic today.” — Dylan Patel, No Priors: AI, Machine Learning, Tech, &amp; Startups</description>
      <pubDate>Thu, 14 Aug 2025 10:01:35 +0000</pubDate>
      <category>xai</category>
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      <title>Brad Gerstner: Gerstner reports X.AI targets 50 million H100 equivalent units, requiring 4 million GPUs and 11</title>
      <link>https://minutesof.com/q/c0b52752-79e9-4f45-919f-7a388d7cab11/</link>
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      <description>“If you look at this one out of Elon talking about the X dot AI goal is 50,000,000 in units of H100 equivalent.” — Brad Gerstner, BG2 Pod</description>
      <pubDate>Thu, 31 Jul 2025 15:11:15 +0000</pubDate>
      <category>xai</category>
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      <title>Dylan Patel: Well, one, there&#x27;s a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, th</title>
      <link>https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/</link>
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      <description>“Well, one, there&#x27;s a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there&#x27;s a natural gas line, a main that they tapped, and they set up their own generation capacity on-site.” — Dylan Patel, Unsupervised Learning: With Jacob Effron</description>
      <pubDate>Tue, 21 Jan 2025 14:00:12 +0000</pubDate>
      <category>xai</category>
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    <item>
      <title>Bill Gurley: Gurley observes Elon Musk obtained roughly 10% of NVIDIA&#x27;s quarterly availability for x.ai despit</title>
      <link>https://minutesof.com/q/8e7d8a0c-2204-44fe-ac49-f158eb188d2d/</link>
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      <description>“And he walks in and takes what equate sounds looks like about 10% of the quarter&#x27;s availability.” — Bill Gurley, BG2 Pod</description>
      <pubDate>Sun, 13 Oct 2024 10:35:00 +0000</pubDate>
      <category>xai</category>
    </item>
    <item>
      <title>Jensen Huang: Huang says traditional supercomputers take three years to plan plus one year to get working.</title>
      <link>https://minutesof.com/q/2c7c1148-3e86-4e73-b57b-a7270a36f52c/</link>
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      <description>“A supercomputer that you would build would take normally three years to plan. Right. And then they deliver the equipment and it takes one year to get it all working.” — Jensen Huang, BG2 Pod</description>
      <pubDate>Sun, 13 Oct 2024 10:30:00 +0000</pubDate>
      <category>xai</category>
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      <title>Gavin Baker: Baker explains xAI achieved coherence in a 100,000 GPU cluster with Hopper without next-generatio</title>
      <link>https://minutesof.com/q/00d837b3-478e-41b2-b1cd-18e82f06628a/</link>
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      <description>“And because of that, they&#x27;re able to get enough density that they could effectively make a 100,000 GPU cluster coherent even with Hopper without next generation networking technologies from NVIDIA, Broadcom, and others.” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Tue, 27 Aug 2024 08:00:00 +0000</pubDate>
      <category>xai</category>
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      <title>Gavin Baker: Baker says xAI built a 100,000 GPU cluster using Elon&#x27;s physical engineering approach from SpaceX</title>
      <link>https://minutesof.com/q/fb4738e8-409c-43cb-a41b-db079b1e3e9c/</link>
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      <description>“And I would say with Elon&#x27;s unique physical engineering mind, which we&#x27;ve seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Tue, 27 Aug 2024 08:00:00 +0000</pubDate>
      <category>xai</category>
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      <title>Gavin Baker: Baker says xAI built a 100,000 GPU cluster with Elon rearchitecting the Memphis data center from</title>
      <link>https://minutesof.com/q/0cfc0642-ca64-4a7f-a032-546fbf63f469/</link>
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      <description>“And I would say with Elon&#x27;s unique physical engineering mind, which we&#x27;ve seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams. I think he rearchitected the x AI data center from first principles in Memphis.” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Tue, 27 Aug 2024 08:00:00 +0000</pubDate>
      <category>xai</category>
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    <item>
      <title>Gavin Baker: Baker says xAI built a 100,000 GPU cluster using Elon&#x27;s physical engineering approach from SpaceX</title>
      <link>https://minutesof.com/q/2415f33d-e0fb-48f1-b415-3378566f2026/</link>
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      <description>“x AI decided they were gonna build a 100,000 GPU cluster. And I would say with Elon&#x27;s unique physical engineering mind, which we&#x27;ve seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams.” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Tue, 27 Aug 2024 08:00:00 +0000</pubDate>
      <category>xai</category>
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