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SpaceX could double the number of Nvidia chips deployed in Colossus 2 (its xAI training cluster), according to market analysis.

Massive expansion of Colossus 2 GPU count would position xAI as a significant GPU consumer competing directly with OpenAI and Google for Nvidia allocation, reshaping the AI infrastructure market.
Trade pressSlicast · September 30, 2026 at 12:07 UTC · US · Source: barchart.com
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In-depth analysis
CommentaryxAI Colossus Expansion, September 2026: The Road to 1.44 Million Nvidia GPUsCommentaryxAI Colossus Memphis Build-Out: Execution Speed and Structural Risk, September 2026
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SpaceX could double the number of Nvidia chips… · Slicast