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

EUV Math Caps AI Growth

38:16–41:00 · 164s

Dylan breaks down, step by step, how many EUV lithography passes and machines are required to fabricate one gigawatt of AI compute, revealing a tiny tooling chokepoint that restrains hundreds of billions in data center spend.

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