causal claim
The speaker says that under a scenario of building 100 gigawatts this year and 150 gigawatts next year, the buildings needed for next year's capacity must be funded as capital expenditure this year.
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
“If I'm building 100 gigawatts this year and 150 gigawatts next year,”
“well, then all of the buildings for that 150 gigawatts need to be built in CapEx this year.”Play from 43:50Report a misattribution
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