Checked fact 110111 Oct 2026Money and compute

Dylan Patel said "These infrastructure investments are six years on an accounting basis at least depreciable assets" (09:44).

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The exact words it rests on

(09:44) These infrastructure investments are six years on an accounting basis at least depreciable assets although there's quite a bit of evidence that they're actually going to last longer than that

What the source said when we opened it, on 11 Oct 2026.

The source

Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 2026-10-09

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Checked by the notis newsroom on 11 Oct 2026, against the source above.

In the story

SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026

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“Dylan Patel said "These infrastructure investments are six years on an accounting basis at least depreciable assets" (09:44).” ai notis, checked 11 Oct 2026. Source: Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)). https://ainotis.com/c/1101

As a reference (APA style)

ai notis. (2026, October 11). Dylan Patel said "These infrastructure investments are six years on an accounting basis at least depreciable assets" (09:44) [Checked claim 1101]. ai notis. https://ainotis.com/c/1101

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