Musk stacks the full supply chain of intelligence: 220K GB300s a month, 13GW by 2027
NinaDSchick · x · 2026-10-21
Nina Schick, citing Musk's remarks, maps his vertical integration of the intelligence supply chain:
- Musk says deploying power, electrical gear, cooling, batteries and networking for 220,000 GB300s per month is 'absolutely insane' — 'but that is what we're doing.'
- SpaceX is 'highly confident' of 13GW of compute by end of 2027, with 23GW possible; it even casts its own turbine blades to skip a 12-18 month wait.
- The stack spans energy generation, chip fabrication (Terafab), compute (Colossus), frontier models (Grok), physical AI (Tesla/Optimus), and ultimately space (SpaceX/Starlink).
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