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Rubin racks

Next-generation rack systems cited by a16z as drawing roughly 100 to 250 kilowatts each.

Current clusters

build2 distinct publishers

a16z fences off $1.1B for power, cooling, memory and networking

The Machine Age Fund treats power and heat as the binding constraint on AI scaling, which hands hardware founders a dedicated buyer and hands the rest of us a rack-power forecast that a16z produced itself.

Publishers:mezha.net · runtimewire.com

Reality

Evidence46
Adoption34
Hype gap+24
Incentives84

Confidence64

Rubin racks — other — Clarity Today