Fabian فابيان(@iamfabian):@FundaAI released this week an in-depth report into SpaceXAI's computing power. SpaceXAI plans to build 4 GW of compute capacity using Rubin racks next year and their Rubin ramp looks power-constrained rather than supply-constrained. Our colleague who worked on this piece might be the first person in the world to dive this deep into this topic. I highly recommend this read alongside the great pieces written by the talented @damnang2 and @vikramskr

Fabian فابيان

@iamfabian

Fabian, first (ever) of his name. T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.

Joined May 2009

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Fabian فابيان@iamfabian

2026.08.01 09:48

@FundaAI released this week an in-depth report into SpaceXAI's computing power. SpaceXAI plans to build 4 GW of compute capacity using Rubin racks next year and their Rubin ramp looks power-constrained rather than supply-constrained. Our colleague who worked on this piece might be the first person in the world to dive this deep into this topic. I highly recommend this read alongside the great pieces written by the talented @damnang2 and @vikramskr