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 says AI chips are moving to three nanometer, squeezing out mobile chip manufacturers.
“Right? Because all the AI chips are on three nanometer and it takes time, Small mobile chips are easier to make than big AI chips, so all the AI chips are moving to three nanometer now, right?”