Musk: SpaceX Targets Deploying at Least 300 GW of AI Compute Per Year

The headline number is a demand signal, not a deployment schedule: 300 GW a year implies an energy and hardware pipeline far beyond anything currently operating, and Musk has a long record of timelines that slip. The more concrete claim is Starship cadence, since launch frequency is the gating factor for orbital compute and the only part of this that can be verified in the near term. Whether the two figures stay linked — or whether one quietly drops out of the narrative — is the open question.