Dwarkesh PodcastDylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute

Can ASML Meet Altman’s Goal?

42:28–43:38 · 70s

Pressed on Sam Altman’s "gigawatt a week" vision, Dylan maps EUV tool counts to potential annual AI gigawatts and concludes it’s surprisingly compatible—if AI secures a quarter of global lithography capacity.

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