Dylan Patel estimates that the combined capital expenditure across the relevant AI-compute, data-center, energy, and supply-chain items could reach $3–4 trillion by 2028.

“or let's even like let's even like pare it down to 2028,”

“where it's like three or four trillion dollars of CapEx across all of these items,”

“you know, a couple, you know, over, you know, two and a half towards computer IT CapEx and then another one to two on data center and energy,”

“and all the supply chain downstream like semiconductors and all that stuff.”