SemiAnalysis· @SemiAnalysis_ · X·· 13 天前AI 评分66
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马斯克在业绩会上称 SpaceX 有一个高度保密的计划,到 2027 年底新增 20 GW 电力,不限于燃气轮机,其中包含光伏。SemiAnalysis 引用数据指出,2026 年 7–9 月中国向美国出口 1,730 台单晶炉,而此前 18 个月仅 15 台;单晶炉用于生长硅棒,切割成太阳能电池板用硅片。引用推文提到 SpaceX 目前每月点亮约 220,000 颗 NVIDIA GB300 芯片,未来几个月算力接近 3 GW,并称凭借自制涡轮叶片可将电力上线时间缩短 12 到 18 个月。
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WHAT 1,730 CRYSTAL PULLERS TELL US ABOUT MUSK’S 20 GW PLAN:
Musk says SpaceX has a “highly proprietary” plan to add 20 GW of power by end-2027, beyond just gas turbines.
Solar is a part of it and things are moving. China shipped 1,730 crystal pullers to the US in Jul–Sep 2026, vs. 15 in the prior 18 months. Pullers grow the silicon ingots that are sliced into wafers for solar panels. (1/3)🧵
https://x.com/WOLF_Financial/status/2112700622315413676?s=20
ELON MUSK SAYS SPACEX CAN BRING POWER ONLINE 12 TO 18 MONTHS FASTER THAN ANYONE ELSE And he has a plan to add 20 gigawatts next year On the earnings call, Musk said SpaceX $SPCX is turning on about 220,000 Nvidia $NVDA GB300 chips every month, and that pace will speed up next year. He expects to reach close to 3 gigawatts of compute in the next few months. He says he's highly confident SpaceX adds another 10 gigawatts next year, for about 13 total. The bigger plan would add 20 gigawatts, and he says the odds of getting there are "rising rapidly." He kept the details of that plan private, calling it "highly proprietary" because if he spelled it out, others would try to do the same thing. One advantage he did share comes from rocket engines. Turbine blades and vanes are one of the biggest bottlenecks in the industry, running 12 to 18 months behind the rest of the turbine. SpaceX is now casting its own, using what Musk calls the most advanced casting capability on Earth. "That means that we can bring power online 12 to 18 months faster than anyone else."在 X 查看被引用的帖子
来源:SemiAnalysis · x.com