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MCS · Rigs · Compare

Side-by-side, with the numbers that matter.

Two rigs, one table. Higher numbers win in cobalt; TDP and price flip.

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SpecThe Stargate ProjectSambaNova SN40L Reconfigurable Dataflow Unit
Abilene Trained ModelGPT-5.5—
Abilene Trained Model Version5.5—
Bf16 Tflops PER Socket—638
Capacity Added Prior 90 Days GW MIN3—
Capacity Added Window Days90—
Capacity Update Date2026-04-29—
Current Family Listed—SN50, SN40
Custom Silicon AnnouncedBroadcom (10 GW)—
DDR Bandwidth GB S—200
Ddr5 Capacity TB—1.5
HBM Bandwidth TB S—1.8
Hbm3 Capacity GB—64
ON Chip Sram MB—520
Oracle Partnership GW5—
Packaging—3x CoWoS-S, 2 accelerator dies
PartnersOpenAI, SoftBank, Oracle, MGX—
Pattern Compute Units—1,040
Planned Capacity GW 20257—
Planned Chip Count Million2—
Primary Accelerator AnnouncedNVIDIA GB200 (initial Oracle racks)—
Primary SiteAbilene, Texas—
Process Node—TSMC 5nm
Secondary Accelerator AnnouncedAMD Instinct (up to 6 GW)—
Secured Capacity Commitment Deadline Year2,029—
Secured Capacity Commitment GW10—
Status Checked2026-09-242026-09-24
Successor—SN50 (fifth-generation RDU)
Successor Introduced—2026-02-24
Total Planned Investment USD Billion400—