The Minutes of Dylan Patel on capacity constraint https://minutesof.com/dylan-patel/on/capacity-constraint/ Everything Dylan Patel has said on capacity constraint: 2 verbatim quotes between March 2026 and April 2026, each with a timestamp and a link to the… en Mon, 31 Aug 2026 13:10:11 +0000 Patel says AI chips are moving to three nanometer, squeezing out mobile chip manufacturers. https://minutesof.com/q/f6f6cc9a-a485-4ad8-ba15-a7feb1b0d291/ https://minutesof.com/q/f6f6cc9a-a485-4ad8-ba15-a7feb1b0d291/ “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?” — Daytona Tue, 07 Apr 2026 17:12:37 +0000 capacity constraint 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 capacity constraint