Colossus 2 reportedly has 440,000 GB300s, with two more batches planned through November

On September 25, Elon Musk listed Colossus 1 at 150,000 H100s, 50,000 H200s and 30,000 GB200s, and Colossus 2 at 110,000 GB200s and 440,000 GB300s. He expected two more batches of 220,000 GB300s by the following week and in November, with a third possible by late December. A user quoting Musk estimated the first two batches would add nearly 0.9 GW and projected roughly 2.3 GW of what the user called SpaceX compute capacity by the end of November.