(The relevance is that whatever the plans are, they need to be grounded in what’s technically feasible, and this piece of news changed my mind on what might be technically feasible in 2026 on short notice. The key facts are systems with a large scale-up world size, and enough compute dies to match the compute of Abilene site in 2026, neither of which was obviously possible without more catch-up time, by which time the US training systems would’ve already moved on to an even greater scale.)
(The relevance is that whatever the plans are, they need to be grounded in what’s technically feasible, and this piece of news changed my mind on what might be technically feasible in 2026 on short notice. The key facts are systems with a large scale-up world size, and enough compute dies to match the compute of Abilene site in 2026, neither of which was obviously possible without more catch-up time, by which time the US training systems would’ve already moved on to an even greater scale.)