Crazy Woman Gulch
https://www.railpictures.net/photo/911298/
ipso, lol!!
The next stage is banning electric cars so the data centres can be powered.
Trying to climb out of the hole?
Electroverse
@Electroversenet
The EU’s 2035 combustion engine ban is now off the table.
Germany, Italy, Poland and the Czech Republic pushed back hard, and Ursula von der Leyen has quietly buckled.
Instead of outlawing petrol and diesel cars, the EU will shift to emissions reduction targets. Meaning, engines built today can still be built and sold tomorrow.
This is a full retreat from the ‘ban the engine’ narrative that dominated EU climate policy for years. And it’s happening because the bloc’s industrial base, especially Germany, cannot survive the original targets.
Europe’s flagship green policy just folded under economic reality.
Can really put it to us
Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge
Morning weakness
washed off!
Pretty impressive
even as the SM pulls back some. Light volume, but we’ll see if that picks up next week. I think we probably might see some serious buying now that summer is over.
Maria Bartiromo
….is married to the son of former financier Saul Steinberg ( worth &1 billion +. He tried to take over Chemical Bank and Disney in the 60’s and 70’s). Just makes me think that she may have some very powerful, very well financed people behind her. Hopefully, something big is brewing!!!!!!
I truly hope that the American people can get some transparency and especially ACCOUNTABILITY!
Maddog @ 9:49
I agree! Fox management is going to be taking some heat. Maria is very popular and respected.
I wish I had a piece of her settlement that’s coming! 🙂
ipsofacto
This article reminds everyone that Fox paid out to Smartmatic…….and that has to be the weirdest surrender ever, they paid them a ridiculous 3/4 of a billion dollars, never even contested what was a mad settlement…when Smartmatic stank to the heavens……
This could run and run.
Ipsofacto
good catch re Maria….those Murdoch kids are doing the classic third generation wreck job……Murdochs dad built the business in Aussie, Murdoch took it around the World and his idiot kids are wrecking it.
the 2020 election was as blatant as u can be and it is one hell of a story….pissing Maria off is a dumb move she has a strong following…a lot more eyes will open.
Ipso 8:57
So much for her trusted sources. They couldn’t just question her about it. Management is losing their audience, so much for management. Might not be a good time if Trump is working on.some business deal with China. Whether that’s good or bad don’t know.
Gold call options
Tripp Vanderlode
@tripphighgrade
I see the WSB crowd has returned to the gold markets…
Covering the open?
Could be. Dollar coming back in. Let’s see what they got.
But look at that SM go!
?
Wall Street Mav
@WallStreetMav
·
14h
Interesting if true.
Maria Bartiromo wanted to do a story on China and the 2020 election. Fox News executives didn’t want it.
Maria texted White House sources about Fox News killing the story. Next they you know, Maria is fired.
She just signed a new contract last February.
eeos
Tks for that ……so he selling shovels as well as digging for gold……I see spacex is above issue …I have some tesla …..should get some spacex as well.
If it all goes wrong, at least you can say , I wasn’t backing a fool !!!!
Again tks.
Numbers must’ve been a little too strong
Gee, who could have seen that coming?
They will never let you gain two miles without taking 1 3/4 miles back.
Hi yes sir Maddog
Now what he’s talking about when he says he’s renting power to people he’s talking about AI chip processing power and xAi has the largest Ai network of rentable server time in the world I believe. I asked Chat about it a few weeks ago. I designed Fedex’s server down in Colorado Springs, and it’s a 7MW facility. It tracks all the packages in the world. The most important numbers and servers are PUE’s and WUE’s and it’s really about how much energy and water the facility consumes and at what operating temperature we run them at. It used to be that we had to run them in the 70-degree range and now we’re able to run them above 80 sometimes 85-degrees. Free-side cooling provides 90% of Fedex’s cooling needs with a closed-loop cooling system. It doesn’t consume very much water, consumes about 7000 gallons a day. Comparing this to households, it’s very efficient; it only consumes about a 10th of the water for how much electricity it draws.
The important correction is that these are not three neatly separated server farms with fully disclosed specifications. They form a rapidly expanding, interconnected Memphis–Southaven compute complex, and SpaceXAI does not publish a clean electrical and GPU breakdown for every building. If you click on this link we can see the graphics more clearly in the conversation.
The three-center picture
1. Facility Approximate power Computing equipment Principal users
Colossus 1 — Memphis More than 300 MW More than 220,000 Nvidia GPUs; original coherent cluster centered on about 200,000 H100-class GPUs Anthropic/Claude leases essentially all capacity
2. Colossus 2 / Macrohard — Memphis–Southaven Approximately 700–950 MW currently, depending on the estimate and definition Roughly 550,000 physical Blackwell-generation GPUs; Epoch estimates about 1.11 million H100-equivalents SpaceXAI/Grok, Reflection AI, some Anthropic capacity, Cursor; likely source of other commercial allocations
3. MACROHARDRR / Colossus 3 — Southaven expansion Individual present load not publicly separated; intended to push the regional complex toward approximately 2 GW Part of the expansion toward one million or more physical GPUs; newer GB300-class systems Primarily SpaceXAI expansion plus future commercial compute customers
SpaceXAI reportedly has a fourth, more compact building concept called Minihard, so the “three centers” description is already becoming outdated.
Colossus 1
This is the original former Electrolux factory in Memphis. xAI initially brought 100,000 H100 GPUs online, then doubled the interconnected system to approximately 200,000. The official Colossus page lists:
200,000 H100 GPUs
170 petabytes per second of aggregate memory bandwidth
More than half an exabyte of storage
2.8 terabits per second of networking per server
Anthropic says its allocation now encompasses more than 220,000 Nvidia GPUs and more than 300 MW. Anthropic confirmed that it was taking all Colossus 1 capacity.
Colossus 2
This is the newer Blackwell-heavy cluster. Its capacity is harder to pin down because equipment continues coming online.
The independent research organization Epoch AI currently estimates approximately:
946 MW of IT power
1.112 million H100-equivalents
2.20 × 10²¹ 8-bit operations per second, or about 2.2 zetta-operations per second
Expansion toward 1.53 GW and 1.824 million H100-equivalents in early 2027
Those are modeled estimates, not SpaceX-audited figures. Epoch AI’s current Colossus 2 estimate is here.
Colossus 3 / MACROHARDRR
This is the third major building in the regional expansion. The confusing part is that the widely quoted 2 GW figure is often described as though it belonged exclusively to this one building. It is safer to understand it as the intended scale of the expanded regional Colossus system.
Reuters reported that the third-building purchase was intended to bring xAI’s training infrastructure toward nearly 2 GW. A separate 1.2-GW onsite power plant is being developed to support the expanding complex. Reuters reported the third-building acquisition and 2-GW objective.
Who rents SpaceX computing?
Confirmed outside customers
Customer SpaceXAI capacity
Anthropic More than 300 MW and 220,000 GPUs at Colossus 1; reported payment approximately $1.25 billion per month, although the agreement has relatively short termination provisions
Google Approximately 110,000 Nvidia GPUs beginning in October 2026; reported payment $920 million per month through June 2029, subject to termination provisions
Reflection AI Immediate access to newer GB300 systems at Colossus 2; reported payment $150 million per month, potentially about $6.3 billion through 2029
Reuters reported Google’s 110,000-GPU SpaceX agreement. Reflection AI’s Colossus 2 agreement was reported by Axios.
Internal or no longer an ordinary tenant
SpaceXAI/xAI/Grok still uses the newer infrastructure to train and operate Grok.
Cursor/Anysphere originally gained access through a partnership, but SpaceX subsequently acquired Anysphere. Cursor is therefore becoming an internal SpaceXAI operation, rather than a normal outside renter.
Possible future customer
U.S. Department of Defense: SpaceX has discussed a multibillion-dollar AI-compute arrangement with the Pentagon, but the latest reliable reporting characterized that as negotiations, not a completed contract. Reuters reported the discussions.
What about Amazon?
Amazon is not presently identified as a SpaceXAI compute customer.
The confusion comes from Anthropic’s enormous infrastructure portfolio:
Anthropic rents Colossus capacity from SpaceX.
Anthropic separately has an agreement for up to 5 GW from Amazon/AWS.
Anthropic separately has another 5-GW agreement with Google and Broadcom.
Google itself also rents 110,000 Nvidia GPUs from SpaceX.
So Anthropic is simultaneously buying computing power from SpaceX, Amazon, Google, Microsoft, and other providers. Google is both an Anthropic infrastructure partner and a direct SpaceX compute customer. Amazon appears to be a supplier to Anthropic, not a renter from SpaceX.
The broader picture is that SpaceXAI has unexpectedly become a fifth large-scale cloud-compute operator alongside Amazon, Microsoft, Google, and Oracle. Reuters estimated that Colossus 1 and 2 together were supplying roughly one gigawatt of AI computing capacity by mid-2026, with SpaceX’s terrestrial compute footprint potentially reaching approximately 9 GW by 2029. Reuters’s overview of SpaceX’s emerging compute business is here.
What’s even crazier is that they have a new Chat GTP model that’s coming out and you have to see what it’s capable of the first column I’m posting is effectively a comparison of a computer to a human as far as computational power and world awareness (ARC-AGI-3). Look what Astra can do compared to Sol.
Bravo covers it here:
eeos
Well Musk say we do have an energy problem…..but it is now, he doesn’t talk about the future….he also says Space X is selling power to other entities.
Morning SNG
WTH?
Birth pains. The tribulation is about to begin.
Morning Aufever
Ha! Thanks.
I’m pretty sure that when God weighs the scales he’ll find that I was wrong a lot more than I was right, and it won’t be close. 😉
Gold Train
This steamer was donated to my hometown in 1959
Where it sat on static display for years. My brother
Helped with the first restoration to get it running.
It will be back, in due time.
https://www.railpictures.net/photo/911094/