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wccftech.comSEP 252 min read

Elon Musk Goes All In To Bring A Whopping 1.2 Million NVIDIA’s Latest GPUs Online In His Mega Data Center To Take On OpenAI

Elon Musk's xAI plans to deploy 1.2 million NVIDIA GPUs in its Colossus data center project, aiming to compete with OpenAI and Anthropic. Colossus 2, the second phase, will primarily use NVIDIA's Blackwell GB300 GPUs, with 660,000 units expected by 2026. The data center currently operates 110,000 GB200 GPUs and 440,000 GB300 GPUs, with more to be added by year-end.

Original reporting
wccftech.com
Published Sep 25, 2026, 3:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 25, 2026, 3:32 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Elon Musk Goes All In To Bring A Whopping 1.2 Million NVIDIA’s Latest GPUs Online In His Mega Data Center To Take On OpenAI — source image
Source · wccftech.com
Decision brief

The 30-second read

Low
01

Why it matters

If realized, the massive compute capacity could accelerate xAI's model development, potentially affecting competitive dynamics with OpenAI and Anthropic.

02

Market read

While no immediate trading action is evident, the scale of the compute buildout may shape sentiment around AI‑related equities.

03

What to watch

Capital expenditure financing and power‑consumption costs are not addressed.

Relevance 6/10Novelty 5/10Timing: this week

Background

Elon Musk's xAI (referred to as SpaceXAI) announced plans to bring hundreds of thousands of NVIDIA Blackwell GPUs online at its Colossus data center in Memphis.

Market effects

Sector

Potential boost to AI‑hardware demand and related semiconductor stocks.

Regional

Limited to U.S. AI and cloud infrastructure markets.

Global

May influence global AI compute capacity outlook.

Counterpoint

What could challenge this read

The announced GPU rollout may be overstated; supply constraints could delay full deployment.

Key entities

  • person
    Elon Musk

    CEO of xAI, providing the primary quote.

  • company
    NVIDIA

    Supplier of the Blackwell GB300 GPUs referenced in the plan.

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