Frontier training without megacampuses: MoE model trained across <20MW clusters over 25Gbps

_arohan_ · x · 2026-11-05

Arohan endorses Core Automation's piece on training across "compute islands," arguing there is no moat in training — sub-20MW data centers cobbled together can reach frontier today. Key facts: the real bottleneck is power/grid/land, not chips (Nadella: "a bunch of chips sitting in inventory that I can't plug in"); gas turbines booked through 2028, transformers take 3+ years, Goldman expects only 50-60% of planned US DC capacity online on time. The team trained a sparse MoE across two differently-sized clusters with different GPU types, nearly half a world apart, over a 25Gbps link, and matched standard training using pairwise butterfly mixing instead of all-reduce.

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