4 sources healthy · latest episode 9 Nov 2026
prediction claim

Combined capital expenditure across the discussed supply chains is expected to be well above $2 trillion.

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

“You sum all this up,”
“it's going to be well north of $2 trillion of CapEx.”
12:50Report a misattribution
0.85how strongly it was put, not whether it is true
0.95importance to the conversation
0.95confidence the claim was read correctly