Savlar4 sources healthy · latest episode 15 Oct 2026
descriptive claim

Most compute capacity is contracted before construction is completed.

Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026

In their words

The transcript segments this claim was taken from

“So most compute is contracted well before it's built.”
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