Magouyrk says gigawatt campuses suit training while growing inference will run on mid-sized 50-200MW sites, so a mix of sizes will persist.
I actually think that the gigawatt scale campuses make a lot of sense for training workloads, because you need to be able to harness all of that capacity in one area. But as you see inferencing get larger and larger and larger, inferencing is not going to be 2MW sites everywhere, but we're delivering a lot of 50MW, 100MW, 200MW sites.