Patel predicts OpenAI and Anthropic will have over 100 gigawatts combined by 2030, terawatts by 2040.
“I think by 2030, just OpenAI and Anthropic will have over 100 gigawatts combined, and then you'll add Meta and Google and so on and so forth.”
Patel projects maximum 200 gigawatts of AI chip capacity by 2030 based on EUV tool supply.
“700 EUV tools by the end of the decade. 700 EUV tools, three and a half tools per gigawatt, assuming it's all allocated to AI, which it's not, but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy.”
Patel calculates 700 EUV tools by 2030 enables maximum 200 gigawatts of AI chip production.
“700 EUV tools, three and a half tools per gigawatt, assuming it's all allocated to AI, which it's not, but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy.”