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United States AI compute

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What experts have said about United States AI compute

2 statements · 1 positive · 1 negative

  1. US compute capacity additions next year will be closer to 25 gigawatts than 43.

    I would suggest Dylan's forecast of 43 gigawatts next year is too aggressive. I don't think we're going to get there. I think the total amount we're actually going to stand up is somewhere closer to 25 gigawatts.

    Listen at 14:19

    Open the episode · Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
  2. Jen-Hsun HuangPositiveApr 15, 2026· Dwarkesh Podcast

    The United States has one hundred times more compute than any other country.

    The amount of compute in United States is 100 times more than anywhere else in the world.

    Listen at 1:15:50

    Open the episode · Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

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