Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 27 Aug 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
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thin
27 Aug 2024 – 27 Aug 2024
+0 d
- Dylan Patel 2 thin 13 Mar 2026 – 13 Mar 2026 +563 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker says GPUs got 50x faster while data centers only 4-5x faster, creating investment opportunity in infrastructure.
“GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster.”
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Gavin Baker
Baker explains GPUs got 50x faster while data center infrastructure only got 4-5x faster, causing low utilization.
“GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster. And that is why MFU is so low.”
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Dylan Patel
Patel shows that $50 billion in data center capacity depends on just $1.2 billion worth of EUV tools.
“I need about three and a half EUV tools to do the 2,000,000 EUV wafer passes for the gigawatt. So three and a half EUV tools satisfies the gigawatt.”
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Dylan Patel
Patel calculates one gigawatt of AI capacity requires only 3.5 EUV tools costing $1.2B.
“Because we're talking oh, what's a gigawatt cost? It costs like $50,000,000,000 roughly. Right? Whereas, what does three and a half EUV tools cost? That's like 1.2.”
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