GPU data center
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 18, 2025 by Dylan Patel · across every show →
Everything said about GPU data center, oldest first
Aug 18, 2025
Patel: Capital equipment represents 80% of Blackwell data center costs
“80% of the cost of a GPU data center if you're building Blackwell is capital. Yeah. Right? It's the GPU purchases, it's the networking, it's the physical data center conversion, power conversion equipment. All of this stuff is like 80% of the cost. And then, 2…”