The Minutes of Dylan Patel on capacity https://minutesof.com/dylan-patel/on/capacity/ Everything Dylan Patel has said on capacity: 6 verbatim quotes between January 2025 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:18 +0000 Patel forecasts data center capacity will reach 30 gigawatts in the next year. https://minutesof.com/q/554d1ba5-063a-4241-b24a-4b017c6875e6/ https://minutesof.com/q/554d1ba5-063a-4241-b24a-4b017c6875e6/ “This year, we're deploying 20 gigawatts of data centers. Next year, that number goes up 50 gigawatts or 50%, sorry. 50%, sorry.” — WisdomTree in Europe Thu, 09 Jul 2026 06:16:39 +0000 capacity Patel says data center power capacity will nearly double from 15-18 gigawatts this year to 30 gigawatts next y https://minutesof.com/q/70599022-7457-468b-b145-3cd24a5f0096/ https://minutesof.com/q/70599022-7457-468b-b145-3cd24a5f0096/ “next year, 30 gigawatts are being added and we think the power is there for it. Wow.” — TBPN Tue, 03 Feb 2026 23:08:03 +0000 capacity Patel says data center power capacity is growing from 15-18 gigawatts this year to 30 gigawatts next year. https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ “What was it It's this it's or this year is like I think it's like 18 ish, 10 ish. Okay. Fifteen fifteen to 18” — TBPN Tue, 03 Feb 2026 23:08:03 +0000 capacity Patel states OpenAI will deploy 16-18 gigawatts by end of 2028 requiring $300 billion spend. https://minutesof.com/q/0514621a-0bad-4693-aafd-f44de9e45c7b/ https://minutesof.com/q/0514621a-0bad-4693-aafd-f44de9e45c7b/ “OpenAI is gonna have 18 gigawatts or 16 gigawatts by the end of twenty eight, and they're gonna be able to pay for it. And that's like, well, that's $300,000,000,000 of spend.” — TBPN Tue, 03 Feb 2026 23:08:03 +0000 capacity Patel estimates Microsoft's 2028 capacity is three and a half gigawatts lower than forecasted due to paused bu https://minutesof.com/q/7d9d0bab-255a-445a-a1d8-0e08420af839/ https://minutesof.com/q/7d9d0bab-255a-445a-a1d8-0e08420af839/ “And then the other one is, given our estimates on what your capacity is in 2028, is three and a half gigawatts lower? Sure, you could have dedicated that to OpenAI training and inference capacity.” — Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 capacity these companies are building three gigawatts of data center capacity. Put that in context, at the beginning of https://minutesof.com/q/afcf6a66-d9b9-4954-89cb-8abfbc9fb7ca/ https://minutesof.com/q/afcf6a66-d9b9-4954-89cb-8abfbc9fb7ca/ “these companies are building three gigawatts of data center capacity. Put that in context, at the beginning of twenty twenty four, that was roughly Meta's global footprint.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 capacity