Dylan Patel: Anthropic, OpenAI will hold most of the world's compute by end-2028
On the Dwarkesh Podcast, argued that by the end of 2028 Anthropic and OpenAI will control most of the world's available compute and absorb 70–80% of new compute
Why it matters
A head-on prediction of compute concentration and an entrenched two-player order — a reference point for the summer 2026 discourse on power in AI infrastructure
Source — Primary sources first; secondary reports are labelled “Press”
Officialdwarkesh.comhttps://www.dwarkesh.com/p/dylan-patel-3Added in Week 35, 2026 · See that week