forecast
700 EUV tools by 2030 enable ~200 GW of AI chips
TSMC's ecosystem already has ~250-300 EUV tools; adding ~70/80/100 per year reaches ~700 by decade's end, which at 3.5 tools per gigawatt could support ~200 gigawatts of AI chips per year—making Sam Altman's 52 GW/year goal a reasonable ~25% share, though some capacity still goes to mobile and PC.
forecastpending
Speaker
Dylan PatelEvidence Quote
“Sam wants 52 gigawatts a year. He’s only taking 25% share then.”
Source
Dwarkesh Patel Podcast - Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:34:26 AM
My Notes
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