SpaceX says it is adding 10 GW next year, ready for 20 GW if enough GPU supply

On its Q3 earnings call, SpaceX said it already has 2 GW of compute capacity, possibly 2.5-3 GW by year end, and is adding 10 GW next year for a total of 13 GW, ready for 20 GW if there is enough GPU supply. Management said it sees no slowdown in power rental demand, with demand actually increasing.

Detected & updated continuously · Source: Nebula