Reaching 100 gigawatts of lab compute in 2028 requires the labs to outbid other buyers, potentially raising compute prices from $10–15 million to $25 million or $40 million per megawatt.

“dollars per megawatt start to inflect up and to get to that 100 gigawatts in 2028 you have to believe”

“that the labs can outpay for compute because anyone can make money at 10 to 15 you you know does compute now get to 25 million dollars a megawatt does it get to 40 million dollars a megawatt”