Quote 94 · ai notis

Said in a video · quote 9411 Oct 2026

(01:58) if you look at like next year um capex across the US will be on the order of $2 trillion uh include not just data centers and chips but also all the rest of the supply chain that people are investing in. Um so you're close to $2 trillion of capex.

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Where it was said

Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 9 Oct 2026

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Matched word for word against the video's transcript by the notis newsroom on 11 Oct 2026.

The fact it supports: Asked by the host about a chart comparing the AI buildout with earlier buildouts as a share of GDP, Dylan Patel said "next year um capex across the US will be on the order of $2 trillion", including "not just data centers and chips but also all the rest of the supply chain that people are investing in" (01:58 to 02:10).

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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In a sentence

“(01:58) if you look at like next year um capex across the US will be on the order of $2 trillion uh include not just data centers and chips but also all the rest of the supply chain that people are investing in. Um so you're close to $2 trillion of capex.” From Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)). Quoted by ai notis. https://ainotis.com/q/94

As a reference (APA style)

(2026, October 9). “(01:58) if you look at like next year um capex across the US will be on the order of $2 trillion uh include not just data centers and chips but also all the rest of the supply chain that people are investing in. Um so you're close to $2 trillion of capex.” [Video]. https://ainotis.com/q/94

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