Patel says a data center is physically redoing doors to accommodate the double-width Helios racks.
“There's a there's a data center that I know of specifically that is going to be deploying Helios, and they are redoing the doors so that they can reel the Helios in.”
Patel says data center power capacity will nearly double from 15-18 gigawatts this year to 30 gigawatts next year.
“next year, 30 gigawatts are being added and we think the power is there for it. Wow.”
Patel notes GB200 expanded NVLink from 8 to 72 GPUs and rack power jumped from 10 to 140 kilowatts.
“Now you have 72 GPUs. And if you go look at the rack, right? It's completely different, right? It's liquid cooled. It's an entire rack that consumes 140 kilowatts, whereas H100 servers consumed 10 kilowatts.”
Patel contrasts traditional data centers with minimal retrofit costs against modern GPU deployments requiring major upgrades each generation.
“it used to be you'd build a data center and there wouldn't really be much retrofits cost, right? You would slide servers in and out, you would rent racks to people.”
Patel describes Meta's temporary tent-like data centers designed for single GPU generation lifecycles instead of 30-year buildings.
“Meta has got a data center design that's only built to last for a single generation. They put them in these tent buildings.”
Patel says NVIDIA is shipping more GPU flops this year than in its entire data center history combined.
“There's more GPU flops shipping this year that NVIDIA shipped their entire history for the data center.”
post Patel says SemiAnalysis has more China compute mapped than cited estimate
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