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here is an insane thing I have learned: it appears that nobody has any real idea of how much actual, functional GPU capacity exists. Not "in progress," not "set to come online," I mean actual functional in-use capacity.

Considering the US stock market is based on selling millions of these things, you'd think it'd be much easier to say A) where they went and B) what they were doing. 6 million blackwell GPUs shipped - I can find evidence of maybe...50,000 installed? 75k max? bsky.app/profile/bria...

Brian Hill@brianhill53703.bsky.social

What would that number even mean, anyway? It seems like the market is treating GPUs as 'investments', but they actually a consumable. In a large data center cards burn out and get replaced all the time. Any value for the number in use will end up changing almost daily.

it's more that, despite "gigawatts of capacity" being discussed regularly, I am finding it difficult to find more than two examples of AI data centers over 100MW of capacity. Even Colossus 1 doesn't seem to be fully energized? bsky.app/profile/ianv...

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This suggests they have sold them, but as you suggest, the majority are just sitting unused... Or being rotated in to extend lifespans maybe? The lack of electrical power to run all of them is sort of wild though.

So is Jensen Huang selling chips that are gathering dust in warehouses? Makes me think of that Wallstreet Journal chart showing the amount of data center capacity actually built going DOWN every year since 2022 even as "underway", "planned", and interestingly "stalled" have risen.

nope, sorry! that's not what these are for. I don't know where they're going, nor do I see much evidence they're being powered on or used