Dwarkesh Patel says smarter AI models could make compute 10x more expensive

abhiadesai · x · 2026-08-04

Dwarkesh Patel argues that if current trends continue and a leading lab reaches $1T in annual revenue next year, compute prices could rise 10x+ as smarter models absorb far more inference and training capacity.

He also recorded the essay as a video, and posted it on YouTube, podcast feeds, and Substack.

Related event: Dwarkesh Patel Predicts Stronger AI Models Could Drive Compute Prices Up Tenfold(3 posts)→

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