What constrains physical capacity?
AI power demand and rare-earth magnet manufacturing, with careful boundaries between announced capacity and operating systems.
An announcement, a factory nameplate and usable output measure different things. Physical systems also depend on inputs, infrastructure, timing and the boundary used to count capacity.
The AI investigation converts defined facility power into a conditional GPU count. The magnet study follows plant announcements through commissioning, qualification, inputs and yield.
Reading path updated .
An AI megawatt is not a megawatt
Convert facility power into a conditional B300 GPU count, with hardware, PUE and external IT assumptions stated.
14 min readThe U.S. magnet buildout is mostly still a project
Separate project announcements, manufacturing stages and demonstrated output in the U.S. capacity inventory.
12 min read