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To: Joe NYC who wrote (71554)10/14/2025 3:21:41 PM
From: Joe NYCRead Replies (1) | Respond to of 72217
 
BTW, it also says "Starting with 50K"



To: Joe NYC who wrote (71554)10/14/2025 4:39:53 PM
From: Joe NYCRead Replies (2) | Respond to of 72217
 
re: Any ideas what percentage of 1 GW this amounts to?

Apparently, this is 0.5 GW for 50K GPUs. Then 100k GPUs for 1 GW.

Also, if 1 GW is $15B to $20B, than this would be $7.5B to $10B. So if this gets delivered within a span of ~ 3 quarters, it would amount to $2.5B to $3.3B of additional revenue per quarter.

That's quite big, especially looking at it from current datacenter GPU revenue.


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