Assuming OpenAI and Anthropic represent 40% of total capacity, the speaker estimates about 110–120 gigawatts of total capacity coming online over five years, and rounds this to 100 gigawatts for easier calculation.

“I don't know, 40%, 50%? Um, let's say it's 40%. And I don't know, now we're getting too tough in math in my head, but you know, let's say that gets you to, I don't know, 110, 120 gigawatts of total capacity brought online over the next five years.”

“Let's say 100, just so the math is easier.”