descriptive claim
The AI model layer shifted from negative gross margins until about a year ago to massive positive gross margins, and appears on track to generate $100 million per megawatt.
Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026
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“And you've got the model layer,”
“which,”
“again,”
“up until a year ago was generating negative gross margins and is now generating massive positive gross margins and looks like it's on the path to generating, you know, $100 million per megawatt.”Play from 20:30Report a misattribution
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