Deutsche Bank sees SpaceX AI compute at 2.7GW by year-end
Deutsche Bank forecasts that SpaceX's AI computing capacity could reach about 2.7GW by year-end as additional NVIDIA GB300 chips are deployed, within the company's 2.5GW to 3.0GW target range. The research note, relayed by 36Kr and Cailian Press, says a cluster of 220,000 GB300 chips represents roughly 440MW and could support cloud-compute contracts and Grok inference demand. It also anticipates more large cloud-compute contracts or expanded customer orders and maintains a Buy rating with a $250 target price.
The forecast provides a concrete AI-infrastructure data point linking SpaceX's planned GB300 deployment to cloud-compute leasing and Grok inference, although the capacity figure is not independently verified.
德银：SpaceX年底AI算力有望达2.7GW，云算力租赁业务前景强劲-36氪
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