rack

To help cool down the processing chips, Musk said he rented about a quarter of the country’s mobile cooling capacity, while the company worked with SuperMicro to procure liquid-cooled server racks for longer-term use.

The complexity of those systems is significant; even Nvidia stumbled a bit in getting its first Blackwell-based racks into volume manufacturing last year.

KeyBanc raised its price target on the stock to $250 from $230, reiterating an Overweight rating, citing momentum for rack shipments, and potential to maintain its competitive advantage among rival chip makers, among other things.

The density of power and the density of GPUs that are going into a rack, and ultimately into a data center, continues.

“Been doing lots of styling and all that stuff,” she said, nodding toward a rack of clothes in the hallway of an Airbnb in the hills above West Hollywood.