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Musk expects SpaceX's hashrate to reach 13GW by the end of 2027, stating that AI hashrate demand is far from peaking and the payback period may shorten to 6 months.
SpaceX CEO Musk stated on the latest earnings call that he expects online hashrate to reach 2.5 to 3 GW by the end of 2026, with an additional 10 GW added in 2027, and said he would be surprised if the online hashrate were below 13 GW by then. He noted that all hyperscale cloud providers and dozens of small and medium-sized companies are "relentlessly pursuing" more hashrate for lease, and did not rule out the payback period for hashrate investments shortening to six months next year. Google CEO Pichai also stated that it is "extremely difficult" for customers today to lock in 2027 hashrate. However, Citadel founder Ken Griffin warned that GPUs are highly isomorphic to airlines, and once oversupply occurs, spot rental prices will "free fall," adding that the market's test of AI hashrate investment "has only just begun."
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