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$CRWV · The Supply and Demand of AI Tokens | Dylan Patel Interview
now playing · $CRWV
$CRWV···neutral· lowdylan patel
CoreWeave GPU clusters powering enterprise AI workloads at scale
CoreWeave provides the GPU infrastructure (H100/Blackwell clusters) that firms like SemiAnalysis use for AI inference workloads — mentioned as the hosting platform for their rever…
$ANTHROPICbullish· highdylan patel
Anthropic margins surge to 72%+ as token demand explodes
Anthropic's revenue has grown from $9B to $35-45B ARR while compute hasn't scaled proportionally, driving gross margins from 30% to 72%+; enterprise customers are rate-limited and…
$OPENAIneutral· mediumdylan patel
OpenAI securing massive compute via Stargate/Oracle/SoftBank but trailing Anthropic on model quality
OpenAI has secured irresponsible levels of compute through Stargate (Oracle, CoreWeave, SoftBank, Microsoft, Tranium) and can pay the bills, but Anthropic's Mythos model (L6 engin…
$NVDA···bullish· highdylan patel
H100 prices skyrocketing as useful life extends to 7-8 years
GPU prices are rising and useful life extending far beyond 5-year assumptions — Hopper clusters are re-signing for 3-4 more years, A100 clusters extending similarly — expanding cl…
$ASML···bullish· mediumdylan patel
ASML completely sold out, needs Zeiss to expand faster
ASML is a critical bottleneck in the semiconductor supply chain — fully sold out and dependent on Carl Zeiss for faster expansion, creating structural scarcity at the lithography…
$MU···bullish· highdylan patel
DRAM prices to double or triple again as capacity constrained until 2028
Memory capacity can only grow low double-digits annually; incremental supply from 2025 demand signals won't arrive until late 2027/2028, forcing demand destruction via higher pric…
$TSM···bullish· highdylan patel
TSMC capex on track for $100B by 2028, creating equipment tail whip
TSMC's capex trajectory ($56B this year, potentially $100B in 2028) will create massive downstream demand for semiconductor equipment (Lam, Applied, ASML) and materials, but TSMC'…
$LRCX···bullish· highdylan patel
Semiconductor equipment tail whip from TSMC $100B capex
TSMC's potential $100B capex in 2028 will whip the equipment supply chain (Lam, Applied Materials, ASML, MKS) harder and harder — the tail whip effect is underappreciated and crea…
$AMD···bullish· highdylan patel
CPUs completely sold out — critical for RL training and AI deployment
CPU demand is skyrocketing for two structural reasons: reinforcement learning environments (which run on CPUs, not GPUs) and deployment of AI-generated code/output (which runs on…