descriptive claim
Dylan Patel says some semiconductor and memory companies, including NVIDIA and Broadcom, are choosing to finance part of the AI infrastructure capital expenditure.
Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026
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“There's some semiconductor companies like NVIDIA and Broadcom and the memory companies turning around and deciding to fund some of this CapEx.”Play from 46:27Report a misattribution
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