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xAI Memphis Supercluster Expansion

Date: December 12, 2025
Company: xAI
Category: Hardware & Infrastructure

Narrative

200K H100 cluster operational. Largest AI training facility. Training Grok 4. Power capacity 150MW.

xAI

Reality

Cluster operational. Scale unprecedented. Power infrastructure challenge managed. Training efficiency improvements documented. Capital expenditure massive.

Implication

Compute arms race intensified. Infrastructure as moat. Capital requirements astronomical. But training efficiency improvements reducing per-model cost.

Tags

  • xai
  • data-center
  • compute
  • infrastructure