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Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.

Drawn from what Dylan Patel said

Subjectdata centers
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What Dylan Patel actually said

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  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    oh 50 gigawatts of economic you know sort of capex in in the data center and what gets built on top of that in terms of tokens is even larger right it might be hundred billion dollars worth of AI value into the supply chain is held up by this $1.2 two billion dollars worth of tooling that simply just cannot expand its supply chain quickly.

    Where this was said

    Watch from 0:40:48 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    video · 2h 30m · spoken · machine transcript

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