X：Rohan Paul (@rohanpaul_ai)· X：Rohan Paul (@rohanpaul_ai)·· 4 天前AI 评分57
Rohan Paul：SpaceX 算力预计 11 月底达约 2.3 GW
AI 导读
Rohan Paul 引用 Musk 的说法估计，SpaceX 算力到 11 月底有望达约 2.3 GW。基础是 2Q26 底的 1.4 GW；本周 220k NVIDIA GB300 上线，11 月再加 220k，每批 220k 约合 440 MW，两批合计在 1.4 GW 之上新增接近 0.9 GW。Musk 还列出 Colossus 1 为 150k H100、50k H200 和 30k GB200，Colossus 2 为 110k GB200 和 440k GB300。
正文
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.
来源：X：Rohan Paul (@rohanpaul_ai) · x.com