马斯克买了新厂房上GPU,2GW供电规模,“巨硬”更更硬了
Sou Hu Cai Jing·2025-12-31 07:15

Core Insights - Elon Musk's "Macrohard" project has acquired a third dedicated facility named MACROHARDRR, which will have a power supply capacity of 2GW [1][9] Group 1: Project Overview - The 2GW power capacity is sufficient to meet the electricity needs of approximately 750,000 American households [2] - The facility is expected to support around 1.1 million NVIDIA GB200 NVL72 GPUs based on previous power density and efficiency metrics [2] - The first facility, Colossus I, was built in just 122 days and is currently the largest and most stable single computing cluster globally, equipped with around 200,000 NVIDIA H100/H200 and 30,000 NVIDIA GB200 NVL72 GPUs [2] Group 2: Expansion Plans - Colossus II, the second facility, began construction on March 7, 2025, and has a total area of 1 million square feet, with a cooling capacity of 200MW to support 110,000 GB200 NVL72 GPUs [4][5] - The ultimate goal for Colossus II is to deploy over 550,000 GPUs, with peak power demand expected to exceed 1.1GW [5] Group 3: Infrastructure and Community Impact - The MACROHARDRR facility is located near Colossus II, and construction has included a new road connecting the two sites [9] - The project has faced community complaints regarding air pollution from gas turbines and noise from construction, leading to the installation of a wall to mitigate noise [10] - To avoid impacting the local power grid, 168 Tesla Megapack battery storage systems have been deployed at Colossus II to provide power during peak demand [11] Group 4: Financial Aspects - xAI is reportedly planning to raise $15 billion at a valuation of $230 billion to support the extensive capital requirements for the construction and expansion of these computing facilities [11]

马斯克买了新厂房上GPU,2GW供电规模,“巨硬”更更硬了 - Reportify