Interesting nugget on yesterday's $META call from @finkd: "Our Prometheus cluster is coming online next year, and we think it's going to be the world's first gigawatt-plus cluster." Makes you realize how massive Helios $GLXY is with 800MW of approved power (600MW committed to $CRWV) and an additional 1.7GW expected in the (hopefully not-so-distant) future, resulting in a potential 2.5GW data center campus. These enormous AI data centers simply do not exist today. For further context, consider that Digital Realty $DLR, has been around for 2+ decades and has an $80B enterprise value. $DLR currently operates 2,850MW across 300+ data centers.. $GLXY could operate a similar level of power at a single site (Helios) alone!
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