Evidence receipt / belief
Published · transcript-backedDylan Patel: belief
2 Oct 2024 Dwarkesh Podcast @Asianometry & Dylan Patel — How the semiconductor industry actually works
“We think, with fairly high accuracy, that there are five regions that they're connecting together, which comprises many data centers.”
Source trail
Everything needed to verify it.
- Speaker
- Dylan Patel
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 2 Oct 2024
- Publisher
- Dwarkesh Podcast
Transcript context
…What makes you think they figured it out? Their actions. Microsoft has signed deals north of $10 billion with fiber companies to connect their data centers together. There are some permits already filed to show people are digging between certain data centers. We think, with fairly high accuracy, that there are five regions that they're connecting together, which comprises many data centers. What will be the total power usage of the...…
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