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AITechmemeabout 1 hour ago

SemiAnalysis founder on AI compute centralization

1 min read

SemiAnalysis founder Dylan Patel discussed Anthropic and OpenAI controlling global compute, projecting $11T in AI capex from 2024 to 2029. Patel stated every force is screeching towards centralization, covering China's compute landscape in the Dwarkesh Podcast Q&A.

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In this storyAnthropic OpenAI

#ai #compute #semianalysis

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