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Neural intel Pod

200 Gigawatts or Bust: Dylan Patel on the Engineering Reality of AGI Scaling

Apr 12, 2026 · 00:52:50
AI Summary
  • Dylan Patel discusses the "Atoms" problem in AI scaling.
  • Explains shortages of HBM memory and high-voltage electricians.
  • Details EUV math and the impact on Big Tech CapEx.

Guests on This Episode

DP
Dylan Patel
4 podcast appearances

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