prediction claim
The speaker attributes about 1.2x annual compute growth to new fabs and says fab expansion will be bottlenecked through 2030 or later by the construction of new ASML UV machines.
Dwarkesh Patel · Why smarter AI models could drive up compute prices 10x · 3 Aug 2026
In their words
The transcript segments this claim was taken from
“1.2x is coming from building new fabs. This process is ultimately going to be bottlenecked up to 2030 and potentially even beyond by just building new ASML UV machines.”
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