prediction claim
The speaker's modeling estimates approximately $11 trillion in total capital expenditure from 2024 to 2029.
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 modeling that we do, we have about $11 trillion of CapEx from 2024 to 2029.”
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