vision-language models

also referred to as: vlm

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about vision-language models, oldest first

Feb 5, 2026 bullish

Prediction Held up

Patel: All major non-Nvidia AI chips will fully support vLLM by mid-2026

“All of them will have a very good UX for download model, run model on VLM by The middle of the year, I think, right? Certainly AMD is already there by the end of this quarter.”

Dylan Patel Feb 5, 2026 ▶ 15:52 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

Feb 5, 2026

Prediction Not checkable as stated

Patel: Most AI chips will be consumed via open-source engines, not direct programming

“I think most AI chips will not be consumed by people programming anything for it. They will download an open source inference engine, they will download an open source model, and then they will put it on the, and it's really simple to download VLM and, like, m…”

Dylan Patel Feb 5, 2026 ▶ 10:58 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

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vision-language models

Everything said about vision-language models, oldest first

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