Dylan Patel — The single biggest bottleneck to scaling AI compute | Dwarkesh Patel Podcast

> "An H100 is worth more today than it was 3 years ago." - Dylan Patel [[00:15:50](https://youtu.be/mDG_Hx3BSUE?si=RDwFutqzk5p8s88T&t=0h15m50s)] > "You've got $50 billion of economic capex in the data center... and it might be a $100 billion worth of AI value into the supply chain is held up by this $1.2 billion worth of tooling that simply just cannot expand its supply chain quickly." - Dylan Patel…