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BREAKING: SpaceXSI completes MiniHard construction in just ~5 months, with Gun Range targeting a ~4-month build. According to SemiAnalysis, SpaceXSI is roughly halving construction timelines while most comparable projects face 8–12 month builds. • MiniHard: Construction finished in approximately 5 months. • Gun Range: The new site just south of the Tennessee–Mississippi state line is targeting approximately 4 months of construction. • Colossus 1: Its first retrofit delivered 150 MW of capacity in 122 days. • Colossus 2: A subsequent retrofit delivered 210 MW in just 91 days. • Project SPAM: Work started October 5, with the first capacity targeted for December. • Massive expansion: SemiAnalysis projects the Memphis–Mississippi campus will grow from 0.4 GW of IT capacity in January to 2.4 GW by the end of 2026. That would be a sixfold increase in one year. • Five major projects: The expansion spans Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. • Tesla powering the scale: SemiAnalysis reports 1,377 Tesla Megapacks across Colossus 2, providing nearly 6 GWh of battery storage. The construction timelines and capacity forecasts are SemiAnalysis estimates, with future milestones still targets. Elon Musk’s teams are bringing extraordinary speed and scale to the infrastructure powering AI.

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很伤心也很遗憾，看到黄教主在短短几天内就被迫辞去 CEO 的职务，现实过于魔幻。我自己从 2019 年开始就坚定地投资 NVDA，一同走过了疫情和如今的 AI 革命，而现在我们将进入一个“后黄仁勋”的智能时代。但有句古话，世界离开了谁都会继续运转，我分享一下对这件事情的思考和结论：抛开所有的阴谋论，让他离职原因的是第二段和直接下属的关系。 就在同一天，路透报道白宫在讨论商务部长卢特尼克的去留。此前 Axios 报道他三次拖延执行特朗普批准的打击转运措施，商务部否认发生过对质。我觉得政治是背后的主因。黄仁勋是对华芯片市场准入最主要的游说者，也是特朗普在 AI 产业里最重要的企业盟友。民主党刚在选举中大胜，他已经同意感恩节前到国会作证，舒默也表示辞职免除不了国会问责。所以他离任不会让事情结束，反而可能让 H200 对华销售、商务部的角色、白宫是否知情，都变成听证会的主题，出口管制收紧的速度会更快。 SemiAnalysis 最新的文章写到有超过 1.5GW 受限芯片流入中国，这个数字与 Epoch 的全渠道估计（中位数 66 万 H100 当量）粗算在同一量级。但走私金额不是重点，合法的远程租赁才是。《远程访问安全法案》（RASA）已在众议院以 369 比 22 通过，参议院正在表决，Nvidia 和 Oracle 一直在大力游说反对。远程访问规则一旦落地，真正会被切掉的，是中国公司在东南亚合法租用的算力，以及靠这类需求融资的 NeoCloud。 算力融资信贷会被重新估值。Nvidia 是这里的“央行”，但 CFO Kress 曾反对给 OpenAI 的担保，SemiAnalysis 则认为 NeoCloud 能融到资，靠的是黄仁勋的个人信用。两条拼在一起：现在掌舵的正是对兜底最谨慎的人。算力需求不会变，但由 Nvidia 信用撑起来的那部分需求可能收缩，但收缩多少还不确定。 短期内不用过于悲观，未来 12–18 个月的产品路线、已锁定的供应承诺和 CUDA 的粘性，不会因为换人消失。关键人物风险兑现得慢：2028 年之后的产能分配，以及下一个赌注有没有人敢下，是最大的风险。苹果的先例也说明，这种转变对技术节奏是坏事，对股东未必。执行力和生态协调上那部分“黄仁勋溢价”会慢慢消退，我们可能会看到一个平凡的 Nvidia，没有了创始人睿智和开辟新疆域的 Nvidia，但依然是一个赚钱的 Nvidia。 开源这条线被市场低估了。如果中国的 AI 实验室不再开源针对 Nvidia硬件的优化、转向国产芯片，结果是两套逐渐分离的技术栈。这对闭源前沿实验室有利，对依赖开源模型的创业公司和主权 AI 项目不利，影响会比股价波动持续得久。 管制方向基本确定，时间不确定。 该不该全面切断远程访问，是一个有真实分歧的政策问题。支持者看重堵住漏洞；反对者（包括 SemiAnalysis）认为这会失去监控能力，并加速国产替代。这里不下结论。能判断的是，最有分量的反对者已经离场，而下周的深圳会面可能让执行推后。 黄教主的离场，感觉是牺牲自己来拯救 Nvidia。从此，算力流向何处将由国家安全而非商业信用裁决，全球 AI 技术栈也将加速一分为二。不过，斗争的大戏才刚刚开始，群众可以继续吃瓜，但伟大的企业确少了一个伟大的企业家！希望能有奇迹发生✨

SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona. All info: • Up to 6 GW across the 9 supercomputing buildings • Construction starts 2027 • Size of each supercomputing building: ~493,000 square feet. • Total supercomputing building space: 4.44 million square feet, excluding support facilities. • SSVEC residential customers are projected to see electricity bill reductions of 10–40%. • Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States. • Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid. • No dedicated on-site power plant or fuel storage yard is planned. • Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing. • No gas turbines will be installed at the site. • SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members. • Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions. • Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits. • The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling. • SpaceX projects zero ongoing industrial water consumption. • The cooling system will be filled initially, with water reused for up to 10 years. • SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes. • Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption. • Permanent jobs: Approximately 1,000. • Construction jobs: Approximately 5,500. • Annual property tax revenue: Up to $103 million in estimated new annual revenue. • Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development. • Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus. • Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise. • Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward. • Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution. • Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary. • Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat. This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs. Learn more:

大翻译时代人们庆幸中国互联网有墙。。。我真的要笑死了。 给老外震撼到了什么叫“当我意识到我读到了什么的时候，已经来不及了”