Story thread · 2 reports / 2 sources

SpaceX’s 10 GW Nvidia Vera Rubin Bet: The Compute Landlord Thesis Scales to $100 Billion

forkast.news · 5dShare

SpaceX has set a new ceiling for AI infrastructure. During its inaugural earnings call as a public company on August 4, the firm announced an exclusive commitment to build its future compute capacity on Nvidia’s Vera Rubin architecture. The scale is unprecedented: 2 gigawatts (GW) of installed compute by the end of 2026, scaling to […]

First report: SpaceX maps path toward 10 GW of compute after signing $14.1 billion of cloud contracts: Q2 Earnings — finance.yahoo.com, 6d