XAI likely first AI company with Gigawatt plus campus
5 hours ago
- #AI Infrastructure
- #Elon Musk
- #xAI
- xAI's Colossus 1 was the largest AI training cluster built in 122 days, featuring ~200,000 H100/H200s and ~30,000 GB200 NVL72, consuming ~300 MW.
- Colossus 2 is under construction, aiming for 200MW in six months, with potential to surpass 1.1GW by Q2 2027 through partnerships like Solaris Energy Infrastructure.
- xAI is positioning itself to leapfrog rivals like Meta and Anthropic in datacenter capacity by Q3 2025, with plans for the largest single datacenter.
- Elon Musk's strategy includes rapid deployment, leveraging rental turbine companies, and potential Middle East funding for expansion.
- xAI is exploring unique RL methods and Grok models to potentially surpass OpenAI, Anthropic, and Google in AI development.
- Funding for Colossus 2 could come from Middle East investors, internal transfers, or Elon Musk's personal assets, with rumors of a $40B raise.