Patel says Sam Altman's greatest skill is taking advantage of a crisis to sign government deals.
“That's maybe his greatest skill, is to take advantage of a good crisis. And so he goes out there and he signs deals with the US government.”
Patel estimates total EUV capacity by 2030 enables 200 gigawatts of AI chips, with Altman seeking 52 gigawatts annually.
“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. Right? So 200 gigawatts, Sam wants 50 gigawatts, right, 52 gigawatts a year.”