Elon Musk is targeting around 1.2 million NVIDIA GPUs at Colossus 2 by the end of 2026.

What makes this expansion interesting is the planned 200,000 GB300 GPUs dedicated specifically to AI inference.

Unlike training clusters, inference requires less fiber infrastructure, potentially making deployment more efficient. Meanwhile, $SPCX says new compute capacity is paying back in less than a year.

The bigger picture is clear: AI infrastructure is moving beyond simply training larger models. The real focus is now on delivering AI at scale, improving efficiency, and turning massive computing power into sustainable returns.

The next AI race won't just be about who has the most GPUs, but who can use them most efficiently.

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