Amin Vahdat
7 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Apr 23, 2026 by Amin Vahdat · said 1 times in 1 episodes since 2026 · across every show →
On the record as a speaker too: Amin Vahdat's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Shayle Kann (1)
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2026 1 mention in 1 episode
Everything said about Amin Vahdat, oldest first
Apr 23, 2026
Apr 23, 2026 positive
Apr 23, 2026 positive
Apr 23, 2026
Apr 23, 2026
Vahdat: Dominant compute costs force data centers to sacrifice fungibility
“If compute is not the dominant portion of your cost, you actually want to have flexibility and fungibility. When compute becomes a more dominant portion of your cost, you now actually are thinking, okay, what am I going to do for this year, next year, and the …”
Apr 23, 2026
Vahdat: AI scaling bottlenecks constantly rotate between labor, power, and chips
“When delivering the end-to-end, we unfortunately don't have the luxury of focusing on a single limiter. I would say very sincerely and honestly at 10 a.m. It's labor, at noon it's power, and at two p.m. It's chips every single day.”