4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Dylan Patel says hyperscalers funded the growth to date, accounting for a huge percentage of it and more than half of compute.

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

“Hyperscalers, they funded all of the growth up until now,”
“Google,”
“Microsoft,”
“Amazon,”
“Meta. They funded a huge percentage of it. They were more than half of compute, but they now don't generate cash.”
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