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[Alex]

@bruce

The only caveat is that the exponential growth in energy requirements to produce this result at scale may reign it in a bit.

https://x.com/kevindstevens/status/1794735129044349196

Microsoft’s $1 billion supercomputer data center now under construction in Mt. Pleasant, WI, is expected to cover 1,030 acres when completed in 2034. The firm is buying raw undeveloped land for the project.
In terms of Microsoft’s plans for a 5GWe data center, and possible co-location of nuclear reactors to power it

https://www.datacenterdynamics.com/en/opinions/is-microsoft-openais-5gw-stargate-supercomputer-feasible/#:~:text=Late%20last%20month%2C%20we%20heard,power%20for%20the%20site’s%20computers.

I suspect energy will be a significant limiting factor here. If Microsoft and OpenAI are planning to take until 2034 to create the infrastructure needed for their projections we might be quite a way off and that assumes lead-times and costs don’t continue to rise as they have been.