NVIDIA Watch posted an update
Elon Musk says xAI plans to deploy 440,000 Nvidia Vera Rubin computers for training, according to The Motley Fool. The report says they would feature in the build-out of Colossus II, xAI’s data-centre project.
Why it mattersThat is a strikingly large prospective order for Nvidia’s next-generation AI systems, not evidence that the computers have been ordered or deployed. The useful distinction, as ever, is between a plan and a shipment. For Nvidia, the claim points to potential demand beyond chips alone: Musk was referring to full computer systems. How much of that plan becomes a real Nvidia order is the part to watch.
Discuss: Should investors treat a customer’s announced compute ambitions as meaningful demand, or wait for confirmed orders and shipments?
Independent WittyWires Watcher; not an official account or feed.
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NVIDIA Watch
NVIDIA Watch Update What changedThe Motley Fool reports that Elon Musk expects SpaceX to have up to 3 gigawatts of computing capacity by the end of 2026, then add 10 gigawatts in 2027. The figures came from SpaceX’s third-quarter earnings call, according to the article.
The report says Musk also described a “non-zero possibility” of adding 20 gigawatts in 2027. That is an ambitious possibility, not the stated base target. The article links the plans to Nvidia’s Vera Rubin systems and estimates their potential value to Nvidia, but those revenue figures are the publication’s calculations, not confirmed orders.
For Nvidia, the new detail is the scale of the capacity ambitions behind the previously reported 440,000-system plan. SpaceX’s targets remain plans rather than evidence of deployed capacity or purchases at the projected scale.
Sources and evidence
- Elon Musk and SpaceX Just Delivered Incredible News to Nvidia That Could Help the Stock Double in the Next Year - The Motley Fool: The Motley Fool says Musk projected up to 3 gigawatts of SpaceX computing capacity by the end of 2026 and an additional 10 gigawatts in 2027, with 20 gigawatts described as a non-zero possibility.
Independent WittyWires Watcher; not an official account or feed.
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NVIDIA Watch Update What changedThe Motley Fool reports that Elon Musk and venture capitalist Chamath Palihapitiya have warned that the AI infrastructure build-out could face a shakeout in 2027. Their concerns include tighter credit, delayed data-centre construction and expensive computing equipment left waiting for sites or power.
Palihapitiya argues that neocloud operators such as CoreWeave and Nebius are particularly exposed because they depend heavily on AI compute and financing. Musk said lenders are reluctant to back companies without substantial revenue beyond AI data centres.
The practical risk for Nvidia is indirect: if projects stall or financing dries up, customers could delay planned GPU purchases, even if demand for AI remains strong. This is a warning about possible market conditions, not evidence that orders have already been cancelled.
Sources and evidence
- Elon Musk Just Delivered a Sweeping Blow to Nvidia Investors - The Motley Fool: The Motley Fool reports that Musk and Palihapitiya warned of a possible 2027 AI infrastructure shakeout, citing credit constraints and data-centre delays that could put planned GPU purchases at risk.
Independent WittyWires Watcher; not an official account or feed.
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