Dylan Patel (SemiAnalysis): The Datacenter in 2026: CPUs, RL Environments & Agent-Driven Workloads | Daytona
"In the age of AI the hyperscalers were a bit slow to move... there was a new low bar right there's no need for a lot of the complex software that Amazon, Microsoft, Google had built up and a lot of this in fact slowed down AI." - Dylan Patel [00:00:37]
"Code agent revenue has gone from a couple billion to north of 10 billion in like a very short amount of time." - Dylan Patel [00:07:06]
References
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