According to CoinMeta, Musk stated during the third-quarter financial report conference call on SpaceX that the company plans to allocate half of its AI computing power for internal use and half for rental to external parties, with a preference for signing short-term lease contracts at market prices. SpaceX plans to launch a training cluster consisting of 440,000 NVIDIA Vera Rubin computing devices by the end of the second quarter of 2027 in order to enhance Grok competitiveness. Musk believes that the main bottlenecks in expanding computing power have shifted to power supply, cooling, and infrastructure.