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As proof of progress, the analysts point to how quickly the Colossus 1 and Colossus 2 buildouts are progressing, estimated from aerial shots and available information. They note that Colossus 2's power generation capacity went from only 0.4 GW in January to a projected 2.4 GW by the time the year is out, at the rate that the relevant hardware is popping up. The site tallies up 9 GW of potential data center capacity across the sites it's tracking, including Colossus and Starbase facilities.
Notably, the facility includes 89 turbines capable of delivering approximately 2.5 GW, helped along by a total of 1377 Tesla battery Megapacks, all already on the campus. Due to emissions regulations, the facility will only eventually be allowed to operate roughly 1.24 GW of its own turbines.
Even with the 1.2 GW eventually coming in from the grid, there's a 300 MW shortfall to be filled by the batteries, which Semianalysis expects will top up with compute load variation and possibly external power. SpaceX has an agreement with the state of Mississippi that lets it temporarily operate the extra turbines, with a promised phase-out by July 2027.
As of September 25, Elon Musk had stated that Colossus 2 already had 550,000 GPUs working, presumably in the extant Macrohard and Macroharder facility. At the time, SpaceX was reportedly gunning to have its Gun Range and Project SPAM centers ready in short order. Judging by the photos, they appear to be progressing at a rapid pace, as there are visible facilities where there was nothing but loose dirt a few months ago — though nothing says the racks of GPUs are in there yet.
Elon Musk says xAI will increase data center capacity 7x by 2027
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/data-centers/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/data-centers/spacex-plans-to-build-more-data-center-compute-than-googles-entire-lifetime-capacity-in-just-1-5-years-analysts-say-target-is-realistic-spacex-to-build-staggering-10-gigawatts-of-compute-in-2027-alone#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.