A Deutsche Bank research report indicates that with the deployment of a new batch of NVIDIA GB300 chips, SpaceX's artificial intelligence computing power is expected to reach approximately 2.7 gigawatts by year-end — within the company's previously targeted range of 2.5 to 3.0 gigawatts. This computing power expansion is expected to support cloud computing rental contracts and demand for AI inference applications such as Grok. Deutsche Bank estimates that a cluster of 220,000 GB300 chips corresponds to roughly 440 megawatts of computing power, and anticipates that SpaceX may sign more large-scale cloud computing contracts in the future or expand existing customer orders. The bank maintains its "Buy" rating on SpaceX with a target price of $250.