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By the end of 2027 half of the world's incremental new compute will go to Anthropic and OpenAI.

Dylan Patel, SemiAnalysis

Unverified Only a secondary source was found; the original words were not read on a page.

It's really by the end of next year when half of the incremental compute is already going to Anthropic and OpenAI.
Dylan Patel, Dylan Patel: Anthropic & OpenAI will have most of the world's compute by 2028 (Dwarkesh Podcast transcript) (the quote as reported there)
Who
Dylan Patel, Founder and CEO, SemiAnalysis
Made
August 2026 2 months ago
Target
Dec 31, 2027 in 1 year (stated as "by the end of next year")
Status
Openin 14 months
Topics
Compute

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