Growth in the use of AI services has been astonishing; we expect it to be even more astonishing going forward.

As AI gets smarter, access to AI will be a fundamental driver of the economy, and maybe eventually something we consider a fundamental human right. Almost everyone will want more AI working on their behalf.

To be able to deliver what the world needs—for inference compute to run these models, and for training compute to keep making them better and better—we are putting the groundwork in place to be able to significantly expand our ambitions for building out AI infrastructure.

If AI stays on the trajectory that we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, AI can figure out how to cure cancer. Or with 10 gigawatts of compute, AI can figure out how to provide customized tutoring to every student on earth. If we are limited by compute, we’ll have to choose which one to prioritize; no one wants to make that choice, so let’s go build.

Our vision is simple: we want to create a factory that can produce a gigawatt of new AI infrastructure every week. The execution of this will be extremely difficult; it will take us years to get to this milestone and it will require innovation at every level of the stack, from chips to power to building to robotics. But we have been hard at work on this and believe it is possible. In our opinion, it will be the coolest and most important infrastructure project ever. We are particularly excited to build a lot of this in the US; right now, other countries are building things like chips fabs and new energy production much faster than we are, and we want to help turn that tide.

Over the next couple of months, we’ll be talking about some of our plans and the partners we are working with to make this a reality. Later this year, we’ll talk about how we are financing it; given how increasing compute is the literal key to increasing revenue, we have some interesting new ideas.