xAI

Compute deals, data centers, silicon, and capex that shape xAI's training and inference economics.

• GPU supplyApr 15, 2026verified

  NVIDIA GB300 ships at volume Q2 2026, replacing GB200 in hyperscaler deals

  GB300 NVL72 began volume shipments in April 2026, six months ahead of original schedule. Each rack delivers 1.4x the FP8 throughput of GB200 NVL72 with the same power envelope. Microsoft, Oracle, and xAI are the largest Q2 2026 takers. CoreWeave disclosed first GB300 deployment May 7.

  Accelerators: GB300

  NVIDIA GTC + supply chain reports ↗
• Compute clusterMar 10, 2026reported

  xAI Colossus 2: targeting 1M GPUs across Memphis + new Mississippi site

  Colossus 2 — xAI's expansion target — aims for 550k Blackwell-class GPUs (GB200/GB300) in 2026, scaling toward 1M total accelerators by year-end. A second 2GW campus in DeSoto County, MS, is under construction to host the bulk of the buildout. Power deals announced with the Tennessee Valley Authority and Mississippi Power.

  Accelerators: 1M · GB200/GB300

  Power: 2 GW

  Location: Memphis, TN + DeSoto County, MS

  Bloomberg / company filings ↗
• Compute clusterFeb 17, 2025verified

  xAI Colossus: 200k H100 GPUs in 122 days at the Memphis ex-Electrolux site

  xAI brought up its first Memphis training cluster, "Colossus", in 122 days — a build cadence unprecedented in the industry. The initial buildout was 100k H100s; xAI doubled it to 200k by early 2025 by adding H200s. Power was bridged with on-site mobile gas turbines while Tennessee Valley Authority capacity caught up. Colossus trained Grok 3 and is currently training Grok 4 successors.

  Accelerators: 200k · H100/H200

  Power: 150 MW

  Location: Memphis, TN

  xAI / Nvidia announcement ↗

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