BREAKING: Dylan Patel (@dylan522p) of @SemiAnalysis_ says 'chips in Europe have less seasoning than chips in America & Mexico.' Plus: › Data…

BREAKING: Dylan Patel (@dylan522p) of @SemiAnalysis_ says "chips in Europe have less seasoning than chips in America & Mexico." Plus: › Data centers & France’s nuclear power › AI infrastructure over-optimization › Flexibility vs. specialized infrastructure › Software-hardware co-design › Open vs. closed models › Memory costs & token pricing › Tokenmaxxing vs. token budgeting › Haiku scandal › Favorite chip: 👀 “I think most people don't know what they're doing. They're just buying NVIDIA stuff.” “It feels like a lot of people are trying to optimize on the current rather than think about where the workload is heading... and that's gonna lead to a lot of wasted infra spend.” “I think anyone who doesn't token max is gonna get left behind. I think all this token budgeting stuff is loser mentality.” “Open is dying quickly, unfortunately.” Media

Source: Dylan Patel (X) | 2026-07-09