AC

AI compute supply

Topic

What experts have said about AI compute supply

1 statement · 1 negative

  1. Dylan PatelNegativeAug 25, 2026· Dwarkesh Podcast

    Supply-chain expansion will not accelerate substantially over the next three years because capital is constrained.

    I don't think it'll happen this year, I don't think it'll happen next year. I don't think it'll happen the year after. Because the world is capital constrained.

    Listen at 12:03

    Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

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