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The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy.

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

    Um, and then you stack on 70 this year, 80 next year, growing to 100 by 2030. You're at like 700 EV tools by the end of the decade. Um, 700 EV tools, three and a half tools per gigawatt. um assuming it's all allocated to AI which it's not but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy

    Where this was said

    Watch from 0:42:25 plays here

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

    video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 9th

Added to korrents 13 Mar 2026 · How quotes work · Something wrong? Tell us

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