prediction claim
Given the current pace of supply-chain expansion, roughly 100 ASML tools by 2030 remains the right estimate.
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
“The way the supply chain is expanding currently,”
“the 100 is roughly still the right number.”
“100 ASML tools for 2030,”Play from 11:44Report a misattribution
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75%importance to the conversation
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