Q When did we switch from talking about the number of chips, the number of units being sold, to the amount of power being sold? It's a little bit confusing for folks, and it started probably about last summer.
A So actually what happened was that the change has been coming a lot longer. We used to talk about data centers in terms of square footage. I got a 100,000 square foot data center, right? And now nobody cares how many square feet that you have. They care about how much power you have. So the limiting constraint on data centers is always their power footprint. And right now for large deployments, the limiting constraint is how much power can be delivered. So by talking about how many power, how much power is delivered, you're talking in, in the unit of the limiting constraint. And so the limiting constraint is power. We're trying to find this huge amount of power, uh, for open AI. It'll be delivered over several years.
AI assessment note: “the change has been coming a lot longer”