$50m GPU capex (which is A LOT) is about 2-3MW of power, it isn't that much. The problem though is that getting 2-3MW of power in the US is increasingly diffic

$50m GPU capex (which is A LOT) is about 2-3MW of power, it isn't that much. The problem though is that getting 2-3MW of power in the US is increasingly difficult and you're going to pay a lot more for it since the cheap stuff is already taken. Even more distressing is that if you're going to build new data center space, you can't get the rest of the stuff in the supply chain... backup gennies, transformers, cooling towers, etc...