prediction
SpaceX will deploy about 10,000 Kessel racks, with the supply-chain ramp-up period falling between the second half of 2027 and 2028.
A prediction by 廣發證券董事 Jeff Pu. Statements are as reported by the cited publishers — not verified by DecisionGateway.
廣發證券董事 Jeff Pu 指出，SpaceX 將部署約 1 萬座 Kessel 機櫃，供應鏈放量期落在 2027 年下半年至 2028 年。
Related claims
SpaceX's space computing capacity will reach 5GW by 2028.abmedia_news · predictionSpaceX is building its own ground-based mobile network to become the fourth nationwide US operator, with deployment starting in 2027.businessgazeta · commitment马斯克明确了太空算力部署时间表。研报数据 · statementThe space computing power network is expected to become a new growth pole for the commercial space sector.九点特供 · predictionKessel is configured with 72 Rubin GPUs, has a whole-rack peak power consumption of 350 to 400kW, and uses an approximately 60-layer PCB midplane.abmedia_news · statementFundaAI estimates the first batch of 6,000 racks at about 1.05GW, which differs from 廣發證券's estimate.FundaAI · statement