Patel says ordering a substation today takes three years to build due to stagnant grid infrastructure.
“if you were to order a substation today, would take three years to be built. And so it just takes so long because The US power grid has been like this for decades.”
Patel says in some Midwest regions, grid transmission costs exceed power generation costs, constraining data center buildouts.
“It's like, what the flip? Right? Like, it's like so, like, the grid needs huge investments.”
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.”
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.”