The Minutes of Dylan Patel on bottleneck https://minutesof.com/dylan-patel/on/bottleneck/ Everything Dylan Patel has said on bottleneck: 2 verbatim quotes from March 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:22 +0000 Patel shows that $50 billion in data center capacity depends on just $1.2 billion worth of EUV tools. https://minutesof.com/q/e589275c-5851-49fe-955a-9b06c45e05bf/ https://minutesof.com/q/e589275c-5851-49fe-955a-9b06c45e05bf/ “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.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 bottleneck Patel calculates one gigawatt of AI capacity requires only 3.5 EUV tools costing $1.2B. https://minutesof.com/q/bf41b665-1668-499b-9836-478566fcb606/ https://minutesof.com/q/bf41b665-1668-499b-9836-478566fcb606/ “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.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 bottleneck