Brett Winton
@wintonARK · Sep 25, 2026
From 2025 to 2030 SpaceX could ~40x its active GWs of compute.
If they deliver on these installs it would put them 20% ahead of our 2026 expectations.
Elon Musk@elonmusk· Sep 25, 2026@minchoi Colossus 1 is 150k H100, 50k H200 and 30k GB200.
Colossus 2 is 110k GB200 and 440k GB300.
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
Elon Musk
@elonmusk
If we are that low, I would be quite disappointed
03:41 AM · September 26, 2026 · 34.7K views
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