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Published · transcript-backed

Dwarkesh Patel: belief

25 Aug 2026 Dwarkesh Podcast Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

“When I interviewed you a few months ago, you said that in order to make a gigawatt of, I think, Vera Rubins, you need 55,000 N3 wafers, 6K N5 wafers, and 170K DRAM wafers.”

— Dwarkesh Patel

Source trail

Everything needed to verify it.

Speaker
Dwarkesh Patel
Attribution
Verified speaker
Claim type
belief
Recorded
25 Aug 2026
Publisher
Dwarkesh Podcast

Transcript context

…That’s the upper bound, by the way. That’s the like, “I’m so fucking bullish.” Okay, let’s do some chain of thought here. When I interviewed you a few months ago, you said that in order to make a gigawatt of, I think, Vera Rubins, you need 55,000 N3 wafers, 6K N5 wafers, and 170K DRAM wafers. I know if those numbers might have changed. I’m going to troll you, but the way you said wafers was so fucking Indian. Vafers.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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