SpaceX Beating Bull Case

SpaceX will have FIVE Giant AI information centers finished by the end of 2026. The LEAD. STUNNING NEWS. They are serial producing 450 MW AI information centers taking 4 months to develop from start to end up with chips set up. They will operate at 4 sometimes to finish one a month. This is the rate to be kept in 2027 and they will change to Rubin chips. Utter supremacy stunning speed and much more cash by the end of December.

Colossus 1 is 150k H100, 50k H200 and 30k GB200.

Colossus 2 is 110k GB200 and 440k GB300.

Another 220k GB300 will be totally functional next week and another 220k in November. If we get fortunate, yet another 220k GB300 by late December.[19659004]– Elon Musk(@elonmusk)September 25, 2026[

Colossus 1 is 150k H100, 50k H200 and 30k GB200.

Colossus 2 is 110k GB200 and 440k GB300.

Another 220k GB300 will be completely functional next week [NBF note: Macrohardr]

and another 220k in November [NBF note: minihard]
If we get fortunate, yet another 220k GB300 by late December.

2 months back in July I showed that I believed SpaceX would be able to have 2.5 Gigawatts of power set up for its AI information. SpaceX will have the power set up and will have Colossus 2, macrohardr functional next week and minihard in November and the 4th unnamed structure and all of the chips by December. The 230,000 chips at Colossus 1 lease for about$7 billion each year. The much better 1,2 million chips at Colossus 2, macroharder, minihard and the 4th unnamed structure will be 1.21 million primarily B300 chips.

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SpaceX will likely have another $11-25 billion of ARR leasing by the end of the year. SpaceX will be include either their own direct AI money making or leasing at the rate of $25 billion each month through 2027.$130-140billion ARR at the end of 2026 and$ 500 billion at the end of 2027 at the Q4 rate of addition. They might even accelerate once again.

In early September 2026 Southaven, Mississippi authorized a 5th information centerIt is a 660,000 sq feet center on the previous 51-acre city police/fire training website on Tulane Road (near 8425 Tulane Road), surrounding to SpaceXAI’s power plant on Stanton Road. No Musk-style label has actually been openly connected to it. Elon Musk is stating the brand-new structure power and other systems and chips will be finished in 4 months before there is

This would put SpaceX on rate with my bull case that I produced at the start of this month. If they are fortunate they are one month ahead with about 3 Gigawatts of energy with all of the chips set up. Continuing at 220k 450MW monthly is practically another 6 Gigawatts of set up power by the end of 2027 and reaching 9 Gigawatts.[

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It will have taken 5 months to construct and set up 220,000 B300 chips for 450 megawatts into Minihard. This one place can be leased for $ 25 billion each year. The last 3 months of this year they are triggering 500 megawatts of chips on a monthly basis. The 10 % decrease to about 450 megawatt is since of performance for a more largely constructed information.

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Brian Wang is a Futurist Thought Leader and a popular Science blog writer with 1 million readers monthly. His blog site Nextbigfuture.com is ranked # 1 Science News Blog. It covers lots of disruptive innovation and patterns consisting of Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.

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