SpaceX rented out … $920M / month for Alphabet (110k GPUs, which I estimate to be 150MW)
It’s from Colossus 2, so Blackwell, not Hopper (H100s are 150 MW per 100K chips, but Blackwell has 2 compute dies per chip instead of Hopper’s 1 compute die). IT power budget per GB200/GB300 rack (peak power, including outside-the-rack networking) is about 140⁄180 kW, with 72 chips per rack. So 214⁄275 MW for 110K chips (depending on if it’s GB200 or GB300).
On an annualized per GW basis … ~$74B / GW
Anchoring to OpenAI/Oracle Abilene site, 400K Blackwell chips are approximately 1 GW IT. A 1 GW IT long term IaaS contract cost for Blackwell is about $12bn per year, with the Alphabet’s $920M per month being $11bn annualized for 110K chips, so it’s 4x more expensive than normal, about $48bn per GW per year.
Here’s the relevant SemiAnalysis chart that gives this same estimate for the Alphabet deal as $48bn per GW, 4x the annual IaaS cost from a normal 5-year contract (a table in the linked post section contains inputs to the relevant calculation, though it’s about something slightly different; note that IT power per chip is 152 kW per GB300 Oberon rack there, so it’s either revised from 180 kW or it’s average power rather than peak power budget, which the power cost entry hints towards).
It’s from Colossus 2, so Blackwell, not Hopper (H100s are 150 MW per 100K chips, but Blackwell has 2 compute dies per chip instead of Hopper’s 1 compute die). IT power budget per GB200/GB300 rack (peak power, including outside-the-rack networking) is about 140⁄180 kW, with 72 chips per rack. So 214⁄275 MW for 110K chips (depending on if it’s GB200 or GB300).
Anchoring to OpenAI/Oracle Abilene site, 400K Blackwell chips are approximately 1 GW IT. A 1 GW IT long term IaaS contract cost for Blackwell is about $12bn per year, with the Alphabet’s $920M per month being $11bn annualized for 110K chips, so it’s 4x more expensive than normal, about $48bn per GW per year.
Here’s the relevant SemiAnalysis chart that gives this same estimate for the Alphabet deal as $48bn per GW, 4x the annual IaaS cost from a normal 5-year contract (a table in the linked post section contains inputs to the relevant calculation, though it’s about something slightly different; note that IT power per chip is 152 kW per GB300 Oberon rack there, so it’s either revised from 180 kW or it’s average power rather than peak power budget, which the power cost entry hints towards).