SpaceX says 440,000 Nvidia Vera Rubin chips will be running by the end of Q2 2027. My model takes SpaceX from about 3 GW of AI compute at the end of 2026 to 19–23 GW by the end of 2027, with Minihard payback that could be about six months.
Where will the demand for the AI come from ? I know and describe it.
Knowing the timing of the supply of AI and the demand means knowing which companies will succeed.
Randy Kirk and I go through the math, the Texas Minihard construction and SpaceX’s Louisiana launch site, and we explain what has to go right.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
