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I can't find sources but I think they are building it for Comma.ai (geohot's other company) so that Comma can scale up their training datacenter.

And... what about 20k lbs and 1360 cubic feet screams "tiny" :)

That is very close to a half-length shipping container.

VC funded startups

A non-trivial share of this market won’t show up in public data. That makes most estimates unreliable by default

A company which doesn't want the big LLM providers to see it's prompts or data - military, health, finance, research