Who is on this subjectordered by the date of their first quote here
1 of 2 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 21 Jan 2025 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 6 21 Jan 2025 – 9 Jul 2026 +0 d
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Gavin Baker
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9 Dec 2025 – 15 May 2026
+322 d
The chronologysourced and dated, oldest first
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“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.”
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Dylan Patel
Patel estimates Microsoft's 2028 capacity is three and a half gigawatts lower than forecasted due to paused buildouts.
“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.”
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Gavin Baker
Baker says there hasn't been a true semiconductor capacity cycle since the late nineties due to TSMC smoothing supply.
“We haven't seen a true capacity cycle in semis arguably since the late nineties. And that's because Taiwan Semi has been so good at aggregating and smoothing supply.”
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Dylan Patel
Patel says data center power capacity will nearly double from 15-18 gigawatts this year to 30 gigawatts next year.
“next year, 30 gigawatts are being added and we think the power is there for it. Wow.”
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Dylan Patel
Patel says data center power capacity is growing from 15-18 gigawatts this year to 30 gigawatts next year.
“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”
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Dylan Patel
Patel states OpenAI will deploy 16-18 gigawatts by end of 2028 requiring $300 billion spend.
“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.”
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Gavin Baker
Baker says Jensen Huang visits Taiwan Semi quarterly wanting capacity doubled or tripled but they only expand 5%.
“And so they're just simply not expanding capacity as fast as Jensen wants. Jensen goes there every three months and, you know, maybe they expand, you know, 5%. He wants them to double or triple.”
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Dylan Patel
Patel forecasts data center capacity will reach 30 gigawatts in the next year.
“This year, we're deploying 20 gigawatts of data centers. Next year, that number goes up 50 gigawatts or 50%, sorry. 50%, sorry.”
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