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Dylan Patel predictions and outcomes

Founder and CEO, SemiAnalysis · 2 predictions · 2 open · none judged yet

SemiAnalysis
ComputeUnverifiedmade Aug 2026, due Dec 2028China will have 30 gigawatts of AI compute or less in 2028.ComputeUnverifiedmade Aug 2026, due Dec 2027By the end of 2027 half of the world's incremental new compute will go to Anthropic and OpenAI.
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