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情报第一线
SpaceX 2028年年底的算力规模应该有多大?
我们先看现在和27年的算力。
SpaceX(已整合xAI) 当前AI算力:官方Q2末1.4GW 铭牌容量 nameplate,现正快速爬坡至约1.8-2+GW。
年底目标>2GW,2027冲击接近10GW。 主要靠Memphis Colossus集群(大量GB300上量),已出租给Anthropic、Google等。
轨道AI1还在早期,真正GW级在轨要等2027。
算力瓶颈仍是电力与冷却,而非芯片本身。

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