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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The post estimates that serving Muse to 100 million daily active users could require about 0.1 GW for sandbox infrastructure, with roughly $800 million in CPU capacity and $2 billion in DRAM at current public pricing. Inference is the larger power need: around 1–2.1 GW at 50 reasoning-equivalent events per user per day, with 3–4 GW described as plausible overall; Meta is rumored to add 7–10 GW of compute next year.

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head of risk @thru_xyz.