Chubby♨️@kimmonismus

2026-07-23 01:02· 22小时前

AI 摘要

OpenAI、SpaceXAI和Anthropic+AMD在同一天宣布或扩建总计至少6.2吉瓦的AI基础设施。OpenAI的Project Camellia规划3.2吉瓦，初始投资约200亿美元；Anthropic与AMD合作部署高达2吉瓦的MI450。6.2吉瓦足以供应约460万户美国家庭用电。

Three separate AI infrastructure announcements. One single day. 6.2 gigawatts of AI infrastructure. wtf

OpenAI： 3.2 GW for Project Camellia （~$20B initial investment， ~$750B projected compute spend through 2030）.

SpaceXAI： reportedly planning another Texas AI campus as large as - or larger than - its existing ~1 GW Memphis footprint.

Anthropic + AMD： up to 2 GW of MI450 deployments， plus an AMD investment of up to $5B and tens of billions in AI server purchases.

That's at least 6.2 gigawatts of AI infrastructure announced or expanded in a single day.

For perspective： 1 GW can power roughly 750，000 U.S. homes. 6.2 GW is enough electricity for ~4.6 million homes， or a country-sized amount of power being redirected toward AI.

This is absurd. People dont get how crazy this is.

Chubby♨️@kimmonismus · X

70导出 Markdown

2026-07-23 01:02·22小时前

在 X 看原推· x.com

AI 摘要

Three separate AI infrastructure announcements. One single day. 6.2 gigawatts of AI infrastructure. wtf

OpenAI： 3.2 GW for Project Camellia （~$20B initial investment， ~$750B projected compute spend through 2030）.

SpaceXAI： reportedly planning another Texas AI campus as large as - or larger than - its existing ~1 GW Memphis footprint.

Anthropic + AMD： up to 2 GW of MI450 deployments， plus an AMD investment of up to $5B and tens of billions in AI server purchases.

That's at least 6.2 gigawatts of AI infrastructure announced or expanded in a single day.

For perspective： 1 GW can power roughly 750，000 U.S. homes. 6.2 GW is enough electricity for ~4.6 million homes， or a country-sized amount of power being redirected toward AI.