20:07Impact score 9595马斯克狂增121万颗GB300SpaceXAI计划年底前将Colossus 2扩容至121万颗GPU,新增220万颗GB300。该集群总规模将达144万颗,总价值超500亿美元。利多英伟达GB300/GB200需求激增,利好供应链。GB200GB300NVIDIA, SpaceXAICapacity ChangeMoreRelated manufacturersNVIDIA, SpaceXAIPart numbersGB200GB300Impact score95 / 100, high impact