SpaceX AI Compute: 8–9GW Online — Deutsche Bank Estimate, 220K GB300s Coming by Nov End
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Deutsche Bank estimates SpaceX's AI computing capacity is now 8–9GW — up 5× from 1.7GW at Q3 end. Elon Musk confirmed over the weekend: 220K NVIDIA GB300s to be operational by end of November, another ~200K in December. SPCX +3.82% on the news.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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