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SemiAnalysis

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 22, 2025 by Dylan Patel · said 1 times in 1 episodes since 2025 · across every show →

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Sep 22, 2025 bullish
Prediction Open · timeframe Dec 2026
Patel: Hyperscaler CapEx will reach $450B-$500B next year
“And my number is closer to, like, it's like four 5500 and that's based on, like, you know, all the research we do on, like, data centers and, like, tracking each individual data center in the supply chains, right?”
Dylan Patel Sep 22, 2025 ▶ 23:16 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
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