Patel reports Microsoft plans 1.5 gigawatts in one site within two and a half years across four 300 megawatt buildings.
“And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site.”
Scaling Intelligence
“And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site. Now the interesting thing is that each GPU takes roughly 1,000 watts to 1,400 watts.”
Patel reports OpenAI is going to Oracle for 200 megawatts because Microsoft cannot supply enough compute.
“OpenAI can't get enough compute from Microsoft, so then they're also going to Oracle. And Oracle's building another gigawatt scale data center eventually. Again, a gigawatt is like 500,000 plus GPUs.”
Patel notes ARM took a decade from 2011 announcement to see large datacenter deployments in 2021.
“I think they announced in 2011 and we really only saw really big deployments from Amazon in 2021, right? Maybe 2020, right? Very big deployments.”