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SemiAnalysis· @SemiAnalysis_ · X·· 3 小时前AI 评分64
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SemiAnalysis 分析马斯克称 SpaceX 有高度保密的 20 GW 供电计划(到 2027 年底,不止燃气轮机),太阳能是其中一部分。数据显示 2026 年 7–9 月中国向美国出口 1730 台单晶炉,而此前 18 个月仅 15 台;单晶炉用于生长切成太阳能电池板硅片的硅锭,隐含约 20–30 GWp/yr 光伏产能。引用推文补充:马斯克称 SpaceX 每月启用约 22 万块 Nvidia GB300 芯片,数月内接近 3 GW 算力,明年有信心新增 10 GW,并称火箭发动机涡轮叶片自铸能力可让供电上线比任何人都快 12–18 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

引用WOLF@WOLF_Financial
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."
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来源:SemiAnalysis · x.com