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🧮 Napkin Math & Capacity
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Power and Datacenter Constraints

The binding constraint on new GPU capacity in 2026 is not chips or capital but megawatts: an H100 node draws about 10 kW, a GB200 NVL72 rack about 120 kW, and a 100,000-GPU cluster needs on the order of 150 MW with cooling. This page converts GPU counts to power, power to cooling and facility requirements, and both to cost, so a candidate can size a training hall from a power budget and explain why liquid cooling, PUE and the local grid decide where the next cluster goes.

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