The AI unit of SpaceX is rushing to fulfill extensive compute obligations by activating a massive fleet of hardware in the coming weeks. According to The Information, the company plans to bring roughly 420,000 Nvidia GPUs online in November to satisfy agreements worth billions of dollars, a target that exceeds previous estimates of 220,000 units for the month.

This acceleration is part of a broader rollout of the Colossus 1 and 2 clusters, which could reach a total of 1.44 million GPUs by year-end. Elon Musk's previously disclosed schedule includes 220,000 GB300 chips coming operational this week and another batch in December. While analysts project total server power will reach 2.7 GW by the end of the year, some critics argue currently operational capacity is only 1 GW. The investment for GPUs in the fourth quarter alone is estimated at over $50 billion.