prediction claim

The speaker expects fabs associated with SMIC and CXMT to ramp in 2028, bringing Chinese domestic production to many millions of units annually.

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

“you know, sort of. But in 27,”

“fabs start to go up in 28, especially fabs start to go up from SMIC and CXMT and such where domestic production is actually reaching many millions of units a year.”

Play from 36:06 Report a misattribution

80%how strongly it was put, not whether it is true

80%importance to the conversation

85%confidence the claim was read correctly