Sunday, Sep 27, 2026
1 SpaceX AI Power Estimates Split as Total GPU Fleet Hits 1.44 MillionSPCXNVDA 🤖 AI Sep 24, 11:44 PM EDT 17/12
The planned addition of 660,000 Nvidia GB300 GPUs in the fourth quarter will increase training capacity for Grok in record time. New analyst projections place the combined server power of the expansion at 2.7 GW by year-end, though some researchers argue actual operational capacity is currently only 1 GW. This discrepancy stems from a SpaceX 10-Q filing claiming 0.4 GW of capacity had been deployed, which critics contend is only now becoming functional.
The rollout will bring the total GPU fleet to 1.44 million units, adding to the existing Colossus 1 and Colossus 2 clusters. Elon Musk scheduled the deployment of 220,000 chips next week, followed by similar installments in November and December at the high-density Minihard facility. The combined hardware investment exceeds $100 billion and puts SpaceX's compute potential 20% ahead of 2026 estimates.