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Caroline Hyde

👤 Speaker
6164 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

And yeah, we're building it at home and we're building it with completely different supply chain that's way more scalable.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

No more steel and oil, replacing it with silicon and software.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Second, we're simplifying what they need to build out.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

We're moving 70% of the gear on the way from the grid to the chip.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

That means less labor to find in the field, less time in the construction schedule.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

And the third thing we're doing is reducing the losses from grid to chip by a factor of four, which means for the same power interconnection, which as we know can be difficult, you can produce that many more tokens.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Very quickly, what is the go-live date?

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

When is this going to be deployed commercially, do you think?

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Yeah, we're going to deploy ourselves this year with early customers, with revenue units in early 27, and then mass production in late 27.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Data Center gets a lot of the focus.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

The other big story, which I think you'll appreciate, is what is happening with energy generation, energy storage, right?

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Elon Musk has this 100 gigawatt solar goal.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

You ran that business on the energy side at Tesla for a long time.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

You understand the reality of that number.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Please also feel like, you know, to jump in where Heron would fit in with that.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

But what do you make of that goal?

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Oh, I think it's fantastic.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

I mean, globally, we saw over half a terawatt, 500 gigawatts of solar installed last year.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

And that number isn't going to go down anytime soon.

Bloomberg Tech
Meta to Deploy “Millions” of Nvidia Processors

Really, the electricity sector is at a pivotal moment.