TLDR AI · DEEP DIVES & ANALYSIS

AGENT (MUSE) COMPUTE DEMAND

robonomics.substack.com5 min read

Summary from the TLDR AI newsletter

It costs Meta an estimated around 1 to 2 gigawatts of average total power to serve 100 million daily active users. Only around 0.1 gigawatts comes from the GPU/VM layer. 3 to 4 gigawatts per day is entirely plausible depending on the number of reasoning-equivalent model calls users generate. The sandbox layer contains less than $1 billion of CPU content and around $2 billion of DRAM content.