Every piece in this series has made the same argument from a different angle: the sticker price, the capex headline, the GPU generation, none of it matters if the build doesn’t clear on time, at the efficiency the model assumed. This piece is the receipt.
Our Gen1 modular unit: 392 GPUs, 112 B300 and 280 H200 NVL, roughly 450 kilowatts of IT load inside a 1-megawatt envelope, PUE at or below 1.12 on closed-glycol cooling. Order to commissioning, 8 months, documented in a 5-phase engineering program, not a target on a roadmap slide.
We didn’t get there by finding a cheaper GPU. We got there by treating the build timeline and the cooling architecture as the actual product, the thing that determines whether the hardware turns on current or turns on obsolete, whether the power bill eats 12% of spend or 30%. That’s the structural cost advantage this whole series has been pointing at: not a lower number on an invoice, a better number on everything the invoice doesn’t show.
Four pieces built the case that the market’s pricing the wrong things. This one is what it looks like when the right things get priced correctly from the start.
Get the full technical breakdown, including the complete unit specs and build timeline, in our market report.