Jo Bhakdi
@JOBhakdi
I generate with $TSLA and AI stocks. Founder of and Thrive in Age of AGI. 🤖 🫡
加入 November 2011
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Elon is in effect confirming that SPCX is on track to deliver 3GW of compute by end of the year.
Less than 0.5 GW delivered 26 billion in annual revenue, at 50%+ margins after depreciation.
$SPCX meanwhile is down 20% to under 2T.
Insane times.
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Macroharder and Minihard both have 220k GB300s with 800 gig nics configured for training. Gun Range will have the same. Spam (used to house Hormel products) will have ~200k GB300s, but configured for inference, so much simpler networking and less than half the fiber.
I walked the whole Colossus 2 site around midnight and again this morning.
Good progress by the SpaceX team and contractors. Gun Range is tracking to be operational by end of November and Spam in December.
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