What Dylan Patel thinks about the cloud

@dylan-patel · 50 positions · On ppll ↗

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

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1 dated position, 2025, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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1. 3 Feb 2025

   Our readingCheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched.

   Their wordsBut the funniest thing I think that comes out of this is Jevons paradox is true. AWS pricing for H100s has gone up over the last couple of weeks, since a little bit after Christmas, since V3 was launched, AWS H100 pricing has gone up.

   ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 26th of 44 in this recording