Patel: Semiconductor fab shortages will bottleneck AI through the end of the decade
Dylan Patel · Dylan Patel Explains the AI War While Cooking | In-Context Cooking · Feb 26, 2026 · at 50:29
Dylan Patel, founder of SemiAnalysis, compares various infrastructure constraints on AI scaling, arguing power generation is solvable while fab construction lead times remain the core constraint.
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“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, sort of slows down.”
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