[Deutsche Bank: SpaceX’s AI computing power is expected to reach 2.7GW by the end of the year, and the cloud computing power leasing business has strong prospects] On November 3, Deutsche Bank’s research report pointed out 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 (GW) by the end of the year, which is within the company’s previous target range of 2.5 to 3.0 GW. The expansion of computing power is expected to support cloud computing power rental contracts and the needs of AI inference applications such as Grok. Deutsche Bank estimates that every 220,000 GB300 cluster corresponds to approximately 440 megawatts of computing power. Deutsche Bank predicts that SpaceX may sign more large-scale cloud computing power contracts in the future or expand existing customer orders. The bank maintains a "buy" rating and a target price of $250 for SpaceX.