Rohan Paul
@rohanpaul_ai
SpaceX looks on track for roughly 2.3 GW of compute by the end of November.
The base was 1.4 GW at the end of 2Q26.
and Musk says 220k NVIDIA GB300s come online this week with another 220k in November. Each 220k batch is roughly 440 MW, so the two together add close to 0.9 GW on top of the 1.4 GW.
