With Stargate, there is only Abilene site and relatively concrete prospect for maybe $40bn so far, enough to build a 1 GW Blackwell training system (4e27 FLOPs models) in 2025-2026, the same scale as was announced by Musk this week. Anthropic compute for 2026 remains opaque (“a million of some kind of chip”), Google probably has the most in principle, but with unclear willingness to spend. Meta didn’t say anything to indicate that its Richland Parish site will see 1 GW of Blackwells in 2025-2026, it remains a vague 2 GW by 2030 thing.
How large of an advantage do you think OA gets relative to its competitors from Stargate?
With Stargate, there is only Abilene site and relatively concrete prospect for maybe $40bn so far, enough to build a 1 GW Blackwell training system (4e27 FLOPs models) in 2025-2026, the same scale as was announced by Musk this week. Anthropic compute for 2026 remains opaque (“a million of some kind of chip”), Google probably has the most in principle, but with unclear willingness to spend. Meta didn’t say anything to indicate that its Richland Parish site will see 1 GW of Blackwells in 2025-2026, it remains a vague 2 GW by 2030 thing.