descriptive claim
The speaker says the commonly cited AI CapEx figure excludes the data centers and power plants themselves, which must be built in advance.
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
“It doesn't account for the data center itself or the power plants themselves,”
“which are being built ahead of time.”Play from 43:42Report a misattribution
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