Power and compute, the week to 23 Oct
● Week to 23 Oct
Scrub the weeks← →
4 Sept23 Oct
5 readings · no line under 8
- 25 Sept · $2.97
- 2 Oct · $1.79
- 9 Oct · $3.06
- 16 Oct · $2.40
- 23 Oct · $2.40
GPU price · weekly
$2.40, read 23 Oct.
5 readings · 25 Sept to 23 Oct
Our median of observed Vast H100 listings: a derived figure, not a quoted price.
Open the full line →The Power Field · AI campus IT power as of 23 Oct 202695 of 95 campuses with a reading by 23 Oct 2026
IT power, summed
14,203.4 MW
74 drawing power · readings 23 Oct 2026 to 23 Oct 2026
Hover or tap
A column reads its campus
Each column is one campus, standing only once Epoch dates a reading on or before this Friday. Tap to hold it.
- Anthropic-Amazon New Carlisle · Amazon · 1,037 MW · 23 Oct 2026 · Epoch's register
- Colossus 2 · SpaceXAI · 946 MW · 23 Oct 2026 · Epoch's register
- Microsoft Fairwater Atlanta · Microsoft · 636 MW · 23 Oct 2026 · Epoch's register
- DayOne Nusajaya · Others · 473 MW · 23 Oct 2026 · Epoch's register
- Meta Prometheus · Meta · 471 MW · 23 Oct 2026 · Epoch's register
- DayOne Kempas · Others · 421.7 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate Abilene · Oracle · 421 MW · 23 Oct 2026 · Epoch's register
- Microsoft Fairwater Wisconsin · Microsoft · 369 MW · 23 Oct 2026 · Epoch's register
- Google Pryor (North) · Google · 368 MW · 23 Oct 2026 · Epoch's register
- Colossus 1 · SpaceXAI · 340 MW · 23 Oct 2026 · Epoch's register
- Google New Albany · Google · 333 MW · 23 Oct 2026 · Epoch's register
- Google Columbus · Google · 303 MW · 23 Oct 2026 · Epoch's register
- Amazon Madison Mega Site · Amazon · 284 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Denton TX · CoreWeave · 262 MW · 23 Oct 2026 · Epoch's register
- Bridge Data Centres MY06 · Others · 243 MW · 23 Oct 2026 · Epoch's register
- Google Bristow · Google · 238 MW · 23 Oct 2026 · Epoch's register
- QTS Richmond 1 · Others · 238 MW · 23 Oct 2026 · Epoch's register
- Google Council Bluffs (East) · Google · 237 MW · 23 Oct 2026 · Epoch's register
- Google Omaha · Google · 237 MW · 23 Oct 2026 · Epoch's register
- Google Papillion · Google · 237 MW · 23 Oct 2026 · Epoch's register
- Amazon Ridgeland · Amazon · 228 MW · 23 Oct 2026 · Epoch's register
- VNET Bayin Ulanqab · Others · 221 MW · 23 Oct 2026 · Epoch's register
- AWS New Albany · Amazon · 213 MW · 23 Oct 2026 · Epoch's register
- Microsoft Goodyear · Microsoft · 202 MW · 23 Oct 2026 · Epoch's register
- Microsoft Project Osmium · Microsoft · 190 MW · 23 Oct 2026 · Epoch's register
- Huawei Horinger · Others · 184.3 MW · 23 Oct 2026 · Epoch's register
- Google Mesa · Google · 183 MW · 23 Oct 2026 · Epoch's register
- Meta-QTS Hillsboro 2 · Meta · 180 MW · 23 Oct 2026 · Epoch's register
- QTS Richmond 2 · Others · 180 MW · 23 Oct 2026 · Epoch's register
- Meta Jeffersonville · Meta · 178 MW · 23 Oct 2026 · Epoch's register
- Meta Rosemount · Meta · 178 MW · 23 Oct 2026 · Epoch's register
- Meta Temple · Meta · 178 MW · 23 Oct 2026 · Epoch's register
- Alibaba Zhangbei · Others · 169 MW · 23 Oct 2026 · Epoch's register
- Google Storey County · Google · 161 MW · 23 Oct 2026 · Epoch's register
- Huawei Wuhu · Others · 157 MW · 23 Oct 2026 · Epoch's register
- Google The Dalles · Google · 154 MW · 23 Oct 2026 · Epoch's register
- Meta Montgomery · Meta · 153 MW · 23 Oct 2026 · Epoch's register
- Meta Cheyenne · Meta · 152 MW · 23 Oct 2026 · Epoch's register
- Meta Kuna · Meta · 152 MW · 23 Oct 2026 · Epoch's register
- Meta Huntsville · Meta · 146 MW · 23 Oct 2026 · Epoch's register
- QTS Richmond 3 · Others · 144 MW · 23 Oct 2026 · Epoch's register
- Google Lincoln · Google · 141 MW · 23 Oct 2026 · Epoch's register
- Google Lancaster · Google · 137 MW · 23 Oct 2026 · Epoch's register
- Meta Eagle Mountain · Meta · 133 MW · 23 Oct 2026 · Epoch's register
- Coreweave Helios · CoreWeave · 132 MW · 23 Oct 2026 · Epoch's register
- AWS Berwick · Amazon · 108 MW · 23 Oct 2026 · Epoch's register
- Google Kansas City East · Google · 105 MW · 23 Oct 2026 · Epoch's register
- Google Midlothian · Google · 103 MW · 23 Oct 2026 · Epoch's register
- Google Waltham Cross · Google · 88 MW · 23 Oct 2026 · Epoch's register
- Meta Gallatin · Meta · 87 MW · 23 Oct 2026 · Epoch's register
- Meta Los Lunas · Meta · 87 MW · 23 Oct 2026 · Epoch's register
- STACK Infrastructure NVA02 · Others · 85 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Chester VA · CoreWeave · 82 MW · 23 Oct 2026 · Epoch's register
- Meta Sarpy · Meta · 80 MW · 23 Oct 2026 · Epoch's register
- Google Arcola · Google · 77 MW · 23 Oct 2026 · Epoch's register
- Google Red Oak · Google · 77 MW · 23 Oct 2026 · Epoch's register
- Microsoft SAT40 · Microsoft · 75 MW · 23 Oct 2026 · Epoch's register
- Nebius Mantsala · Others · 75 MW · 23 Oct 2026 · Epoch's register
- Oracle Batam · Oracle · 72 MW · 23 Oct 2026 · Epoch's register
- Meta Aiken · Meta · 69 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Ellendale ND · CoreWeave · 68 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Marble NC · CoreWeave · 65 MW · 23 Oct 2026 · Epoch's register
- Stream Phoenix · Others · 64 MW · 23 Oct 2026 · Epoch's register
- Core42 Lake Mariner · Others · 58 MW · 23 Oct 2026 · Epoch's register
- Microsoft-Nebius New Jersey · Others · 50 MW · 23 Oct 2026 · Epoch's register
- Microsoft SAT14 · Microsoft · 47 MW · 23 Oct 2026 · Epoch's register
- Anthropic Lake Mariner · Others · 42 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Norway · CoreWeave · 42 MW · 23 Oct 2026 · Epoch's register
- Southgate Melbourne · Others · 41 MW · 23 Oct 2026 · Epoch's register
- Start Campus Sines Data Campus · Others · 33 MW · 23 Oct 2026 · Epoch's register
- Vantage TX1 · Others · 32 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Dalton 1 & 2 · CoreWeave · 28 MW · 23 Oct 2026 · Epoch's register
- xAI QTS Atlanta · SpaceXAI · 17.3 MW · 23 Oct 2026 · Epoch's register
- Nscale Keflavik · Others · 5.1 MW · 23 Oct 2026 · Epoch's register
- Anthropic Barber Lake · Others · 0 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Lancaster Greenfield site · CoreWeave · 0 MW · 23 Oct 2026 · Epoch's register
- CoreWeave Muskogee OK · CoreWeave · 0 MW · 23 Oct 2026 · Epoch's register
- Crusoe Abilene Expansion · Microsoft · 0 MW · 23 Oct 2026 · Epoch's register
- EcoDataCenter 2 · Others · 0 MW · 23 Oct 2026 · Epoch's register
- Envision Galaxy Ulanqab · Others · 0 MW · 23 Oct 2026 · Epoch's register
- Goodnight · Google · 0 MW · 23 Oct 2026 · Epoch's register
- Google Cedar Rapids · Google · 0 MW · 23 Oct 2026 · Epoch's register
- Google Fort Wayne · Google · 0 MW · 23 Oct 2026 · Epoch's register
- Meta Bowling Green · Meta · 0 MW · 23 Oct 2026 · Epoch's register
- Meta Hyperion · Meta · 0 MW · 23 Oct 2026 · Epoch's register
- Microsoft Narvik Norway · Others · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate Lordstown · Others · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate Michigan · Oracle · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate Milam · Others · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate New Mexico · Oracle · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate Shackelford · Oracle · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate UAE · Others · 0 MW · 23 Oct 2026 · Epoch's register
- OpenAI Stargate Wisconsin · Oracle · 0 MW · 23 Oct 2026 · Epoch's register
- QTS Cedar Rapids · Others · 0 MW · 23 Oct 2026 · Epoch's register
- QTS Eagle Mountain · Meta · 0 MW · 23 Oct 2026 · Epoch's register
The Friday Count · week to 23 Oct 2026 · never added togetherEvery campus, every statement →
- Next due110,000 NVIDIA GPUs · SpaceXdue 30 Sept 2026 (“by September 30, 2026”) · grace to 31 Oct 20265 Jun 2026 · The statement
- Filed0Switched on: 0 statementsDelivered, not switched on: 0 statements · 1 statement filed late, listed apart and not countedweek to 23 Oct 2026
- Epoch14,203 MW14,203 MW IT, estimatedon the 95 campuses Epoch tracks · no row for the Friday before · a covered total, never a world total23 Oct 2026 · Epoch AI, CC BY 4.0
- ERCOTDrawing 4,316 MW of 9,456 MW approved to energizeAugust 2026 · last read 16 Sept · observed peak, crypto load included · gas plants waiting to connect: 81.0 GW (September 2026), generation, not load1 Oct 2026 · ERCOT
- Generation30.8% of the gas due arrived on timeof 1,930 MW due · median slip 2 months · EIA-860M, September 2026 edition23 Oct 2026 · EIA-860M
No survey exists. This is a count of statements with sources, not of silicon.
Next in the Count: ERCOT GIS report, 1st–4th · Census C30, ~1st business day · BLS PPI, mid-month · ERCOT operational overview, mid-month · EIA-860M, ~24th
The Book · week to 23 Oct · since each call12 open calls · no trades
- 000660.KS−42%SK Hynix: the largest HBM rent, valued like a Korean cyclical · against the call
- AVGO−18%Broadcom: the right custom-silicon thesis at the wrong price
- MU−6.2%Micron: priced like a cyclical at the top, contracted like a utility · against the call
- TSM−2.2%TSMC: own the bottleneck, not the brand · against the call
- NVDA+1.3%NVIDIA: paying a market multiple for a franchise financing its own demand · with the call
+ 7 thematic calls, graded on their falsifier, not a price
Every number
12 lines to search, sort and open
Also added to the Ledger · 2 announced earlier
The book this week
Track record 12 open calls · no trades
Logged this week
Nothing logged on a call this week.
Trades
No trades this week.