https://minutesof.com/dylan-patel/on/capacity-forecast/ Everything Dylan Patel has said on capacity forecast: 2 verbatim quotes between September 2025 and June 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:22 +0000 https://minutesof.com/q/47d7b4b9-7b67-4116-a983-f7f6f9ddf38b/ https://minutesof.com/q/47d7b4b9-7b67-4116-a983-f7f6f9ddf38b/ “This year there's going to be 20 gigawatts, even accounting for the delays, and next year there's going be more than 30 gigawatts accounting for the delays.” — Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 capacity forecast https://minutesof.com/q/616fa759-90a5-4968-97a0-ebcc059b0b38/ https://minutesof.com/q/616fa759-90a5-4968-97a0-ebcc059b0b38/ “In The US collectively there's like 10 gigawatts going up over the next year and a half, two years. And Europe is trying to scale to gigawatt deployments as well.” — Nebius Tue, 02 Sep 2025 17:00:38 +0000 capacity forecast