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The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times.

Drawn from what Dylan Patel said

Subjectsdata centerssemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Mental modelBottlenecks

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    Yeah, I think the biggest bottleneck is compute and for that the longest lead time supply chains are not power or data centers. They're actually the semiconductor supply chain themselves, right? It switches back from being power and data center uh as a major bottleneck to chips.

    Where this was said

    Watch from 0:34:51 plays here

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

    13 Mar 2026 · video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 6th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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