FPGA

also referred to as: fpgas

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 23, 2026 by Dylan Patel · across every show →

Everything said about FPGA, oldest first

Apr 23, 2026 bullish

Assertion Supported

Patel: Next-Generation AI Racks Require 120 FPGAs per Rack

“There's a project we did on FPGAs, and it turns out there's a 120 FPGAs per, per next generation rack.”

Dylan Patel Apr 23, 2026 ▶ 37:22 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best

Jun 30, 2026

Assertion Not checkable as stated

Wachen: Etched emulated full reticle chip on 700 FPGAs before silicon

“We took over 700 FPGAs and put the entire full reticle chip on an FPGA cluster and ran a dozen different models with our full inference stack on them before the chips came back.”

Rob Wachen Jun 30, 2026 ▶ 39:01 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 positive

Insight

Wachen: Modern EDA and FPGA tools changed chip tape-out failure rates

“I think it's very hard to realize the constraints have changed, and like, you know, when you've looked at tape outs for 20 years, and you've seen so many of them not work on the first try, or the second try, or the third try, like, you couldn't even run a work…”

Rob Wachen Jun 30, 2026 ▶ 1:12:07 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

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FPGA

Everything said about FPGA, oldest first

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