Report: SpaceX Plans 4GW Compute Cluster, Rivaling US Grid Expansion
BenBajarin · x · 2026-08-02
A report from FundaAI reveals that SpaceX plans to build a massive 4 GW compute capacity using Nvidia Rubin racks next year.
Analyst Ben Bajarin highlights the sheer scale of this: the entire US has only activated around 5-6 GW of new energization this year, with another 6-7 GW slated to come online. He suggests Musk must be deploying significantly more behind-the-meter (BTM) power solutions than the public realizes.
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