Quote 97 · ai notis

Said in a video · quote 9711 Oct 2026

(09:55) So if I spend a trillion dollars today on you know AI data center and GPUs ... (10:09) either I could assume it's a straight line right so then over the 6 years I need to call it 1.5 trillion of revenue so $250 billion of revenue a year for that trillion dollars of capex or it's going to be something sloped

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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 · at 9:55

Watch it at 9:55 archived copy

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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: Dylan Patel said that if he spends "a trillion dollars today on you know AI data center and GPUs" (09:55) and assumes a straight line, "over the 6 years I need to call it 1.5 trillion of revenue so $250 billion of revenue a year for that trillion dollars of capex", or else a sloped payback (10:09 to 10:25).

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

“(09:55) So if I spend a trillion dollars today on you know AI data center and GPUs ... (10:09) either I could assume it's a straight line right so then over the 6 years I need to call it 1.5 trillion of revenue so $250 billion of revenue a year for that trillion dollars of capex or it's going to be something sloped” From Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)) at 9:55. Quoted by ai notis. https://ainotis.com/q/97

As a reference (APA style)

(2026, October 9). “(09:55) So if I spend a trillion dollars today on you know AI data center and GPUs ... (10:09) either I could assume it's a straight line right so then over the 6 years I need to call it 1.5 trillion of revenue so $250 billion of revenue a year for that trillion dollars of capex or it's going to be something sloped” [Video at 9:55]. https://ainotis.com/q/97

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