Patel shows that $50 billion in data center capacity depends on just $1.2 billion worth of EUV tools.
“I need about three and a half EUV tools to do the 2,000,000 EUV wafer passes for the gigawatt. So three and a half EUV tools satisfies the gigawatt.”
Patel calculates one gigawatt of AI capacity requires only 3.5 EUV tools costing $1.2B.
“Because we're talking oh, what's a gigawatt cost? It costs like $50,000,000,000 roughly. Right? Whereas, what does three and a half EUV tools cost? That's like 1.2.”