Hyperscaler
A giant cloud and platform operator (AWS, Microsoft, Google, Meta) building data centers at global scale.
Current numbers
up to ~13 GW announcedhyperscaler nuclear announced to mid-2026: about half existing-plant PPAs (Crane, Amazon–Talen), half new-reactor partnerships (Kairos)
6.1% / 10.5% / 20.9% goodput expensemodelled for one large-pretraining scenario (SemiAnalysis, April 2026): Gold-tier, hyperscaler and Silver-tier providers; the loss observability exists to shrink
6–21%Modeled goodput expense, one 5,184-GB300 pretraining scenario: 6.1% Gold tier to 20.9% Silver tier (hyperscaler 10.5%)