Patel predicts two labs will control most of the world's usable compute by 2028.
“So by the time you're in like towards the end of twenty twenty eight, if this trend continues, which I see nothing that's stopping it, You you've got them just controlling most of the usable, you know, flops in the world on their own.”
Patel estimates $3-4 trillion total CapEx needed by 2028 across compute, data centers, and energy infrastructure.
“So to enable, let's say, that 100 gigawatts by 2030 or let's even like let's even like pare it down to 2028 where it's like 3 or $4,000,000,000,000 of CapEx across all of these items.”