Locator: 50671CAT.
Moments ago I posted this:
LDC power: an excerpt from yesterday's RBN Energy blog -- link here, paywall; link here, blog; link here, archived; link here, Monarch; link here, Colossus.
Sites that opt for gas-fired generation have several paths they can pursue. Combined-cycle turbines can be the most efficient fit, especially at facilities that require high levels of steady power generation, but they can take years to secure thanks to high demand and well-understood supply-chain issues.
Single-cycle turbines appear to be the most popular short-term fix, while reciprocating engines can be easier to obtain and deploy, while also being purpose-built for AI workloads. They are a major part of Nscale’s strategy for the Monarch campus noted above. A combination of solutions may be the best path forward at some sites. Truck-mounted gas turbines from VoltaGrid and reciprocating engines were deployed by xAI to get its 100,000-GPU Colossus facility in Memphis, TN, up and running in just four months.
Then I linked this:
So, then I asked this:
Musk's Colossus in Memphis, phase 1, was 100,000 Nvidia GPUs. xAI said it planned to expand Colossus to include one million GPUs. Any update?
And this was the reply, again, bespoke journalism:
Then this, in light of CAT's earnings report today: Musk's Colossus in Memphis. Was CAT (Caterpillar) involved in any of the construction of Colossus?
