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Musk: 220K GB300 chips next week, 220K Nov, possible Dec

SpaceX expands Nvidia AI chips while Google tests TPUs in orbit.

  • Elon Musk expects 220,000 NVIDIA GB300 chips to come online next week at Colossus 2, followed by another 220,000 in November and a possible third wave in late December.
  • Colossus 2 currently houses 110,000 Nvidia GB200 chips and 440,000 GB300 chips, according to Musk.
  • If all three Waves arrive on schedule, SpaceX could add up to 660,000 additional GB300 chips by year-end.
  • SpaceX’s AI capacity serves external customers including Google and Anthropic, alongside its own AI products.

Shares of SpaceX (SPCX) edged 0.4% higher in premarket trading on Friday as CEO Elon Musk detailed a major Nvidia chip expansion at Colossus 2, the company’s AI supercomputer, while Google prepared to test its own AI chips in orbit aboard a SpaceX rocket.

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Musk said on X that Colossus 2 has 110,000 Nvidia GB200 chips and 440,000 GB300 chips. He expects 220,000 more GB300 chips to be fully operational next week and a second batch of 220,000 in November, with a third batch possible by late December.

The repeated 110,000‑chip increments reflect “the number of fiber optic cables that can be plugged into a central switch,” Musk explained. Tesla investor Sawyer Merritt estimated the chips across both sites represent more than $100 billion in GPUs and over two gigawatts of compute.

The Colossus systems became part of SpaceX after its acquisition of Musk’s xAI earlier this year. Consequently, the timing of new hardware carries commercial weight: Google has a cloud‑services agreement with SpaceX that will see payments rise to $920 million a month in October, and Anthropic has also agreed to use Colossus 1.

Meanwhile, Google announced its first Project Suncatcher prototype satellite is scheduled to fly next week on SpaceX’s Transporter‑18 rideshare mission. Developed with Planet Labs (PL), the satellite will test how Google’s Tensor Processing Units withstand launch and perform amid orbital radiation and temperature extremes.

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“Can our TPUs survive and operate in space? Well, we’re going to find out,” Google CEO Sundar Pichai said on X. A later experiment planned for 2027 will test laser links between two satellites, moving Google toward its longer‑term idea of connecting spacecraft to handle AI workloads.

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