Rohan Paul (@rohanpaul_ai) · 2026/10/21 12:52:41
SpaceX 计划明年新建 20GW AI 算力设施
出处作者 / 发布主体：Rohan Paul (@rohanpaul_ai)原标题：SpaceX will build 20GW of new power and cooling next year.
68AI 研判分
核心综述
SpaceX 在财报电话会上宣布，计划于明年建设 20GW 的新增电力与冷却基础设施。公司预计今年底将拥有最高 3GW 的 AI 算力规模，这意味着其算力储备将在一年内实现约 7 倍的爆发式增长。
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Rohan Paul (@rohanpaul_ai) · 2026-10-21 04
SpaceX will build 20GW of new power and cooling next year.
SpaceX expects to end this year with up to 3GW of AI compute. So a roughly a 7x jump.
Elon Musk on SpaceX’s earnings call today
↳ 引用 @SpaceX (SpaceX): Watch live as SpaceX discusses our Q3 2026 earnings at 3 CT today → https://x.com/i/broadcasts/1PKqrNbLZbPGb
