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SemiAnalysis predictions and outcomes

semianalysis.com · 1 person · 2 predictions · 2 open · none judged yet

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ComputeUnverifiedmade Aug 2026, due Dec 2028China will have 30 gigawatts of AI compute or less in 2028.Dylan Patel, SemiAnalysisComputeUnverifiedmade Aug 2026, due Dec 2027By the end of 2027 half of the world's incremental new compute will go to Anthropic and OpenAI.Dylan Patel, SemiAnalysis
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DPDylan PatelFounder and CEO, SemiAnalysis2 predictions · 2 opennext due Dec 2027 in 1yin 1 year
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