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Musk: SpaceX data center GPU count to double by year-end, AI could lead in six months
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Elon Musk stated on X that the Colossus 2 data center's GPU count will double by the end of the year, with Nvidia chip increases limited by fiber optic cable constraints in central switches. He noted that SpaceX's AI research is only three years old, compared to Anthropic's six and OpenAI's ten years, and predicted that if growth continues, SpaceX could take the lead in about six months. Musk also argued that once AI surpasses the level needed for specific tasks, further capability is unnecessary, comparing it to putting Newton-level intelligence in a phone. xAI, now merged into SpaceX, plans to equip its Memphis facility with 1 million Nvidia GPUs by 2026. The computing power will serve both SpaceX's AI products and external clients; under a Google agreement, payments will rise to $9.2 billion monthly in October, and Anthropic has agreed to use Colossus 1's computing. Separately, Google's first prototype satellite, developed with Planet Labs, will launch on SpaceX's Transporter-18 mission to test TPU performance in orbit. SpaceX shares rose 0.8% in pre-market trading Friday after a 4.4% weekly decline and an 8% drop since its June IPO.
Source report
Elon Musk stated on X that the Colossus 2 data center is under development. He added that the increase in Nvidia chips by a factor of 110,000 is primarily due to fiber optic cable limitations on the central switch.
Earlier on Thursday, Musk noted that SpaceX's AI research has only been ongoing for three years, compared to Anthropic and OpenAI, which have been developing for six and ten years, respectively. If SpaceX maintains its current pace of development, the company could take the lead within approximately six months.
Musk also emphasized that once AI capabilities far exceed the requirements for a given task, further capacity becomes unnecessary—comparing it to the idea that "you don't need Newton-level intelligence in a phone." He added that hardware development is extremely challenging, and rapidly deploying large-scale computing centers is particularly difficult. However, SpaceX has already demonstrated exceptional ability in this area, and its performance will only improve.
Massive Computing Expansion
xAI, which has been merged into SpaceX, previously announced plans to equip its Memphis facility with 1 million Nvidia GPUs by 2026. This target appears to be steadily on track.
In addition to supporting SpaceX's own AI product development, this computing power will also be made available to external customers. According to an agreement between Google and SpaceX, Google's monthly payments are set to increase to $920 million starting in October, as capacity expands. Anthropic has also agreed to use computing power provided by Colossus 1.
Meanwhile, Google's first prototype satellite is scheduled to launch next week aboard SpaceX's Transporter-18 rideshare mission. Developed in collaboration with Planet Labs, the satellite will test the performance of Google's TPUs during launch and in the extreme radiation and temperature conditions of orbit.
Market Impact
A series of recent announcements appear to have boosted SpaceX's stock. In pre-market trading on Friday, SpaceX shares edged up 0.8%, though the stock has declined 4.4% for the week and remains more than 8% below its June IPO price.
(Source: Cailianshe)
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东方财富网-证券聚焦Neutral / independent
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Musk: SpaceX’s Colossus 2 AI cluster to more than double Nvidia chips by year-end