Vol. I · No. 1Edition: AfternoonEst. 2026AboutSearchRSS

The Sand Paper

Finding grains of sand with grains of sand.
A Journal of Intelligence Transfer
New · Afternoon · 4:55 PM PT
Industry

Musk Targets 440,000 Vera Rubin Computers in One Training Cluster

On SpaceX’s Q3 call, per @kimmonismus: roughly 13 GW of AI compute online by the end of 2027.

SpaceX’s earnings call turned into a compute roadmap.

Elon Musk is targeting a single training cluster with 440,000 NVIDIA Vera Rubin computers online by the end of Q2 2027, @kimmonismus reports from SpaceX’s Q3 earnings call. Musk said the planned cluster could help make Grok “potentially the best model.”

TargetFigure
Single training cluster440,000 NVIDIA Vera Rubin computers, end of Q2 2027
AI compute onlineRoughly 13 GW by the end of 2027
Added in 2027Around 10 GW
Power and cooling infrastructure20 GW added in 2027
As reported by @kimmonismus from SpaceX’s Q3 earnings call.

Musk described power and cooling infrastructure as a constraint on the buildout.

@kimmonismus adds an aside: “Anthropic will love that.”

Sources

  1. @kimmonismus on X · Oct 20, 4:06 PM PT
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