Q: What does 1 GW of compute get you in terms of ARR, users and training capacity? A: 1 GW gets you about $10B in ARR and can serve up to ~400M WAUs on today's current stack. This ratio likely to improve in the future as we optimize at all the layers, including model, AI systems, GPU output, and supply chain for data centers. @OpenAI at almost 2 GW with ~$20B ARR and 800M WAUS. @AnthropicAI almost 1 GW with ~$9B ARR. @grok at 1 GW and at $421M ARR (as of Q3 '25) but a lot of their capacity is still being used for training vs. inference More details here: