AI scaling
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 26, 2026 by Dylan Patel · across every show →
Everything said about AI scaling, oldest first
Feb 26, 2026 bearish
Patel: Semiconductor fab shortages will bottleneck AI through the end of the decade
“What's the bottleneck to building more fabs or to building more chips is more fabs, and people just have not built these fabs yet, right? And that's, I think, the big bottleneck now. And that's gonna persist through the end of the decade. Or until AI, you know…”