Wednesday, October 15, 2025

Size Of AI Projects -- A Random Note -- October 14, 2025

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Reminder - 

Let's get the numbers down, for "fabs," large data centers, energy demands. I may be completely wrong on this, but this is the scaffolding on which I am beginning. Think of 1 GW as enough electricity to power a million homes:

  • 1 GW: big, should get your attention -- if this were poker, the ante to get into the game
  • 2 GW: sort of becoming the baseline; huge but becoming commonplace -- a raise
  • 6 GW: very few will build anything greater than 5 GW -- most drop out by now
  • 10 GW: OpenAI and that's probably it for now -- wins the pot

Let's start with Gaza

Now, NYC


Other cities, same source, same question:

  • Shanghai: 22 GW.
  • Moscow: 7 GW.
  • Tokyo: very, very difficult to estimate, but probably a staggering 106 GW 
  • Dubai: varies by time of day, season, but generally one can estimate about 11 GW
  • Bismarck, ND: 90 MW or 0.09 GW