xAI announced expansion of the Colossus cluster in Memphis from 100,000 GPUs to 200,000 GPUs, and other mega-cap companies (Google, Meta, Microsoft, Amazon) are reporting capex at a ~$250 billion annual run rate, with all companies discussing how to secure facilities capable of powering 1-3 gigawatt clusters, indicating that the prior question of 'will we need 200,000 GPU clusters' is now settled and the focus is on facility capacity and power infrastructure.