No one knows.
No one knows how algorithmic and silicon improvements will drive effective compute supply per GW of capacity.
No one knows how much demand there will be.
No one knows what 2030 lab ARR will be or how mature the agentic internet and enterprise will be in a few years. We don’t even know what types of applications we will have.
No one knows what AI CapEx will be.
No one knows how many GWs we will need in 2032.
No one knows what WFE will be.
Anthropic does not know. Google does not know. SemiAnalysis does not know. Jensen does not know.
Nobody knows.
No one knows how algorithmic and silicon improvements will drive effective compute supply per GW of capacity.
No one knows how much demand there will be.
No one knows what 2030 lab ARR will be or how mature the agentic internet and enterprise will be in a few years. We don’t even know what types of applications we will have.
No one knows what AI CapEx will be.
No one knows how many GWs we will need in 2032.
No one knows what WFE will be.
Anthropic does not know. Google does not know. SemiAnalysis does not know. Jensen does not know.
Nobody knows.
