https://www.theverge.com/ai-artificial-intelligence/933687/u...
Most hyperscalers now prefer to build larger sites as “campuses” which may consist of many buildings each consuming 40-100MW, and then yes each building needs most of what you mentioned, so it adds up.
A few sites are now also contemplating BTM or ‘behind the meter’ power generation which takes additional space.
Then some sites like Microsoft’s Fairwater design are optimized for a very large number of Accelerator cabinets — think GPU, TPU, etc. Those cabinets are each consuming 140kW today and with a path to 700-1000kW cabinets soon, so that’s one super dense building instead of a campus of less dense buildings filled with Compute.
So far it seems to be more of a concept of a plan. I wouldn’t be surprised if they build smaller scale data centers first, then cancel the 40000 acres expansion. That sorts of feel like a marketing tactic. If not and they are serious, are we close to peak bubble?
Storage? Even that is now ultra-compact.
TIL.
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