Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
Dylan Patel · AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod · Dec 23, 2024 · at 1:21:20
Dylan Patel (SemiAnalysis) shares his 2025 semiconductor forecast with Brad Gerstner and Bill Gurley on BG2.
0:00 / 0:18exact quote · 18.0s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD or, you know, generally, you know, some better than others.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Dylan Patel
Patel: Every semiconductor company except NVIDIA is terrible at software
“I would say every semiconductor company in the world sucks at software except for NVIDIA, right?”
Patel: AMD lacks software talent and refuses to fund internal GPU clusters
“AMD is really good, but they're missing software. AMD has no clue how to do software, I think. They've got very few developers on it. They won't spend the money to build a GPU cluster for themselves so that they can develop software.”
Patel: Initial NVIDIA GPU cloud deployments suffer a 5% failure rate
“Google's brought in a level of reliability that NVIDIA GPUs don't have. You know, the dirty secret is to go ask people what the reliability rate of GPUs is in the cloud or in a deployment. It's like, oh God, it is not, they're reliable-ish, like, but like, esp…”
Patel: Meta and Microsoft may take free cash flows close to zero
“I think Meta and Microsoft may even take their free cash flows close to zero and just spent.”
Patel: NVIDIA's Jensen Huang only plans 12 to 18 months ahead
“Well, the funny thing is a lot of people at NVIDIA will say Jensen doesn't plan more than a year or year and a half out. Because they change things and they'll deploy them out that fast, right? No semi, every other semiconductor company takes years to deploy, …”