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.”
AI companies face a physical ceiling when their compute needs approach global production capacity.
“Okay, at that point, they simply can’t continue tripling given the amount of world compute”