The speaker sees substantial uncertainty about whether the AI industry will add 50 gigawatts of capacity next year or only 20–30 gigawatts.

“But I think it's like a real debate in the world, you know? And then you could see a pretty wide range of outcomes. You know, do we really add 50 gigawatts of capacity next year as an industry, um-”

“... or is it 20 or 30? You know, like who knows? I just know everyone you talk to in the supply chain is saying, "You know, we, we have, we have orders or indications for orders that are well over 100% of our capacity."”