Sawyer Merritt(@SawyerMerritt):Elon Musk on SpaceX's Q2 earnings call: "We expect to end this year with over 2 GW of compute. Cumulative by end of next year will be several times higher. Closer to 10GW of compute than 5GW of compute. We've decided to build exclusively on Nvidia. We think Vera Rubin is the best architecture."

Sawyer Merritt

@SawyerMerritt

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Sawyer Merritt@SawyerMerritt

2026.08.04 20:43

Elon Musk on SpaceX's Q2 earnings call: "We expect to end this year with over 2 GW of compute. Cumulative by end of next year will be several times higher. Closer to 10GW of compute than 5GW of compute. We've decided to build exclusively on Nvidia. We think Vera Rubin is the best architecture."