Elon Musk Makes Massive Nvidia Move at SpaceX

This article first appeared on GuruFocus. Elon Musk is preparing another massive expansion of AI computing capacity, saying xAI's Colossus 2 cluster could more than double its current number of Nvidia chips by year-end. The timetable underscores just how aggressively Musk is scaling AI infrastructure across his businesses and gives Nvidia investors another sign that demand for its newest accelerators remains enormous. Warning! GuruFocus has detected 1 Warning Sign with SPCX. Is SPCX fairly valued? Test your thesis with our free DCF calculator. Colossus 2 currently runs 110,000 Nvidia GB200 chips and 440,000 GB300s, according to Musk. Another 220,000 GB300s are expected to be fully operational next week, followed by another 220,000 in November.