Gigawatt

Where the book uses it

• Chapter 1 — The Stakes

  What the race is for: the belief that a lead in AI can compound into a lasting advantage, how long such leads have actually lasted, and what a trillion dollars a year is being bet against.

Where the record uses it

• Campus Colossus 2
• Scorecard indicator Largest evidenced operating site
• Scorecard indicator Frozen 40-campus conversion
• Scorecard indicator OpenAI/Stargate conversion in cohort
• Dated test Chapter 14, AI 2027, an outside forecast, due 31 December 2027
• Dated test Chapter 6, firm service is the constraint, due 31 December 2028
• Dated test Chapter 13, mass is money, due 31 December 2030
• Dated test Chapter 13, orbit is a change of landlord, due 31 December 2030

Sources that use it

• AMD, “AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs,” 22 July 2026 (up to 2 GW for Anthropic, the first gigawatt beginning in H1 2027; AMD may invest up to $5 billion in Anthropic; “AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic in the future”); OpenAI up to 6 GW and Meta up to 6 GW, each in its own release, at the second and third addresses. In the Sources
• Crusoe, “Crusoe’s Contracted AI Infrastructure Capacity Approaches 5 Gigawatts,” 9 June 2026 (the Abilene campus “purpose built for Oracle”; the first two buildings operational, six under construction; Crusoe “manufactures long-lead electrical components at its own facilities in Colorado, Oklahoma, and Louisiana, and ships prefabbed equipment ready for installation”). In the Sources
• NVIDIA, “OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems,” 22 September 2025 (a letter of intent “to deploy at least 10 gigawatts of NVIDIA systems”; “NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed”; the first gigawatt “in the second half of 2026”; read whole in book 1’s capture of 29 August 2026, reference 4 of report 26). In the Sources
• NVIDIA, “SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory,” press release, 24 July 2026 (“plans for a $500-billion-plus comprehensive partnership”; “signed letters of intent to formalize the agreement”; the two-gigawatt-scale cloud “built on the NVIDIA DSX full-stack AI factory architecture”, which the release says integrates NVIDIA’s computing, systems, software and partner technologies “to deliver the lowest token cost at maximum energy efficiency”; the subhead caps the factory at “up to 2 Gigawatts” and the release plans “the first AI factory” of the 2-gigawatt-scale cloud “to come online in 2027”; SK hynix’s “long-term AI memory partnership with NVIDIA” “allows NVIDIA to secure a stable supply of next-generation AI memory, while enabling SK hynix to expand the foundation for growth”, with no figure, volume or term stated). In the Sources
• Ellie Holbrook, Robert Boswall, Jeremie Eliahou Ontiveros, Nicolas Bontigui and Dylan Patel, “What is So Hard About Behind-The-Meter Power For Datacenters? Part 1,” SemiAnalysis, 10 September 2026 (the free portion of a paid post, 7,872 of 9,577 words by the publisher’s count; tallies of the firm’s own energy model: “Our Energy Model now tracks 75GW of firm, binding orders in the supply chain only for for behind-the-meter AI compute - of which ~20GW alone ordered in Q2 2026”, the doubled word the post’s; “by the end of the year, ~3GW of operational US datacenter IT capacity will be powered behind-the-meter”; “Oracle’s 1.3GW IT Project Jupiter”; the chart beneath the 75GW sentence, read as an image, titled “Datacenters Have Booked About 75 GW of Onsite Generation” and subtitled “Generation booked for behind-the-meter datacenter power, US, GW nameplate, cumulative by announcement quarter, batteries excluded”, from the model’s “edition 24 Aug 2026”, with no figure for any quarter but the last; of orders without a home, buyers who “pay deposits, yet don’t have actual datacenter sites to deploy them”; and later in the post, of the 3 GW, “3GW of Datacenter IT capacity is already running with behind-the-meter power plants”; the post’s chart of orders by quarter, read as an image, subtitled “Quarterly order capacity since 1Q25 · stripes mark capacity without a downstream project”, prints 0.4, 6.3, 5.7, 7.8, 19.3 and 22.8 GW over the quarters from 1Q25 to 2Q26 and “11.8 QTD” for the third quarter to 24 August, a box reading “74.2 GW SINCE 1Q25”, “70% PROJECT-LINKED”, “30% STILL UNALLOCATED”, and the footnote “All tracker statuses, including Announced; dated by stored deal-announcement quarter”; the chart under its two 3 GW sentences, subtitled “Quarter-end operational US IT capacity by onsite power technology”, prints “2.9 GW” over 4Q26, a box reading “0.3 → 2.9 GW” and “9.0× BY Q4 2026”, and the footnote “Q3 2026 onward reflects the Energy Model outlook.”; both images held in the Library since 12 October 2026 and read again on 13 October 2026; the chart beneath the “$100B per GW per year” sentence, read as an image, titled “On a GB300 Cluster, Revenue Per Gigawatt Climbs 8× Up the AI Stack”, measured in “$B per GW per year” and sourced to the “SemiAnalysis Tokenomics Model, SemiAnalysis Inference Simulator”, with five bars: “Neocloud 5-yr IaaS average” (“typical Oracle, CoreWeave & Nebius pricing”) $12B at 1.0×, “B300 on-demand” $29B, “SpaceX + Anthropic” $31B and “SpaceX + Google” $48B both marked “deal”, and “OpenAI / Anthropic inference API” $100B at 8.3×, the chart dating its prices nowhere) (SemiAnalysis sells subscriptions, consulting and its own models of chip, memory and datacenter supply into the markets it measures; its closing section is for paid subscribers and was not read; held in the Library since its capture of 5 October 2026). In the Sources

And 2 more: search the Sources.

Related terms

• GW
• Mass is money
• Megawatt
• Algorithmic efficiency
• Application layer
• Arsenal behind every arsenal
• Capital expenditure
• Clocks of diffusion
• Cluster
• Epoch AI
• Exclusive generation
• Exclusivity of the model