SpaceX has a chance of going about half the GW next year of actually usable compute. “Actually usable” is an important metric. It takes us ~2 months working 24/7 to get a large compute cluster working reliably. I’d guess closer to 6 months for others. Reply to @zerohedge: How much of each developer's data center pipeline actually gets built Share of forward pipeline ranked by Bernstein as credible: META, MSFT, GOOGL, QTS, Vantage are top 5 Quoted @zerohedge: Data Centers in pipeline, by company: Amazon 33GW credible Google 20GW credible Meta 15GW credible MSFT 10GW credible QTS 9GW credible Stack Infra 7GW credible Vantage 6GW credible Digital Realty 4GW credible etc