Thanks for the numbers! Isn't it more likely that the amount of power/heat generated per rack will stay constant over each upgrade cycle, and the upgrade simply unlocks a higher amount of service revenue per rack?

Not in the last few years. CPUs went from ~200W TDP to 500W.

And they went from zero to multiple GPUs per server. Tho we might hit "the chips can't be bigger and the cooling can't get much better" point there.

The usage would be similar if it was say a rack filled with servers full of bulk storage (hard drives generally keep the power usage similar while growing storage).

But CPU/GPU wise, it's just bigger chips/more chiplets, more power.

I'd imagine any flattening might be purely because "we have DC now, re-building cooling for next gen doesn't make sense so we will just build servers with similar power usage as previously", but given how fast AI pushed the development it might not happen for a while.

> Isn't it more likely that the amount of power/heat generated per rack will stay constant over each upgrade cycle,

Power density seems to grow each cycle. But eventually your DC hits power capacity limits, and you have to leave racks empty because there's no power budget.