The Minutes of Dylan Patel on 2030 forecast https://minutesof.com/dylan-patel/on/2030-forecast/ Everything Dylan Patel has said on 2030 forecast: 3 verbatim quotes between March 2026 and June 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:20 +0000 Patel predicts OpenAI and Anthropic will have over 100 gigawatts combined by 2030, terawatts by 2040. https://minutesof.com/q/dd349bfc-a119-4399-bf3c-9a26efbef20a/ https://minutesof.com/q/dd349bfc-a119-4399-bf3c-9a26efbef20a/ “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.” — Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 2030 forecast Patel projects maximum 200 gigawatts of AI chip capacity by 2030 based on EUV tool supply. https://minutesof.com/q/20c06a88-152a-4894-9cb6-c1663ff2d341/ https://minutesof.com/q/20c06a88-152a-4894-9cb6-c1663ff2d341/ “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.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 2030 forecast Patel calculates 700 EUV tools by 2030 enables maximum 200 gigawatts of AI chip production. https://minutesof.com/q/f0a44341-116a-41eb-8ef5-4e1fe1571c32/ https://minutesof.com/q/f0a44341-116a-41eb-8ef5-4e1fe1571c32/ “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.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 2030 forecast